HIW
ITOT icon

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

Holos Integrated Wealth’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 		$116K Sell
709
-962
-58% -$153K 0.05% 114
2026
Q1 		$241K Buy
+1,671
New +$248K 0.12% 70

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

Holos Integrated Wealth's ITOT Position: Q2 2026 in Review

Holos Integrated Wealth reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 58% in Q2 2026, selling an estimated $153K and leaving 709 shares worth $116K. The position accounts for 0.05% of the portfolio, ranked #114.

Holos Integrated Wealth first reported a position in ITOT in Q1 2026 and has held it in 2 quarters since. The position peaked at $241K in Q1 2026. 643 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Holos Integrated Wealth held 709 shares of iShares Core S&P Total US Stock Market ETF worth $116K as of Q2 2026.
  • Holos Integrated Wealth sold 962 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $153K.
  • iShares Core S&P Total US Stock Market ETF made up 0.05% of Holos Integrated Wealth's portfolio in Q2 2026, its #114 holding.
  • Holos Integrated Wealth first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2026 and has held it in 2 quarters since.
  • Holos Integrated Wealth's iShares Core S&P Total US Stock Market ETF position peaked at $241K in Q1 2026.
  • 643 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Holos Integrated Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.