HWA
ITOT icon

HMV Wealth Advisors’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

HMV Wealth Advisors’s Portfolio ITOT Stock Details ITOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$15.2M Sell
92,827
-4,937
-5% -$784K 5.94% 5
2026
Q1 		$13.9M Buy
97,764
+9,603
+11% +$1.43M 6.54% 3
2025
Q4 		$13.1M Buy
88,161
+21,670
+33% +$3.2M 6.56% 4
2025
Q3 		$9.68M Buy
66,491
+15,755
+31% +$2.21M 5.33% 7
2025
Q2 		$6.85M Buy
50,736
+14,300
+39% +$1.78M 4.49% 6
2025
Q1 		$4.45M Buy
36,436
+16,486
+83% +$2.12M 3.53% 9
2024
Q4 		$2.57M Buy
+19,950
New +$2.58M 2.57% 13

Other funds holding ITOT

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
PWA
Provenance Wealth Advisors Fort Lauderdale, Florida $1.05B AUM 18.67% 1-Year Est. Return
CS
Cisco Systems San Jose, California $405M AUM 4.84% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

HMV Wealth Advisors's ITOT Position: Q2 2026 in Review

HMV Wealth Advisors reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 5% in Q2 2026, selling an estimated $784K and leaving 92,827 shares worth $15.2M. The position accounts for 5.94% of the portfolio, ranked #5.

HMV Wealth Advisors first reported a position in ITOT in Q4 2024 and has held it in 7 quarters since. 643 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • HMV Wealth Advisors held 92,827 shares of iShares Core S&P Total US Stock Market ETF worth $15.2M as of Q2 2026.
  • HMV Wealth Advisors sold 4,937 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $784K.
  • iShares Core S&P Total US Stock Market ETF made up 5.94% of HMV Wealth Advisors's portfolio in Q2 2026, its #5 holding.
  • HMV Wealth Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2024 and has held it in 7 quarters since.
  • 643 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on HMV Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.