Horizon Investment Services’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Horizon Investment Services’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 Q1	$214K	Hold	1,503	–	–	0.07%	135
2025 Q4	$223K	Hold	1,503	–	–	0.08%	129
2025 Q3	$219K	Hold	1,503	–	–	0.08%	125
2025 Q2	$203K	Buy	+1,503	New	+$188K	0.09%	121
2018 Q4	–	Sell	-3,345	Closed	-$223K	–	91
2018 Q3	$223K	Buy	3,345 +12	+0.4%	+$786	0.12%	90
2018 Q2	$208K	Sell	3,333 -3,042	-48%	-$189K	0.1%	92
2018 Q1	$385K	Buy	6,375 +328	+5%	+$20.5K	0.17%	79
2017 Q4	$370K	Buy	6,047 +1,405	+30%	+$83.7K	0.15%	81
2017 Q3	$268K	Buy	4,642 +561	+14%	+$31.6K	0.11%	89
2017 Q2	$226K	Buy	4,081 +142	+4%	+$7.79K	0.1%	96
2017 Q1	$213K	Buy	+3,939	New	+$210K	0.1%	106
2016 Q3	–	Sell	-4,262	Closed	-$203K	–	113
2016 Q2	$203K	Sell	4,262 -3,210	-43%	-$151K	0.1%	102
2016 Q1	$349K	Sell	7,472 -1,878	-20%	-$82.9K	0.16%	82
2015 Q4	$434K	Buy	+9,350	New	+$438K	0.19%	82

Other funds holding ITOT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Horizon Investment Services's ITOT Position: Q1 2026 in Review

Horizon Investment Services held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q1 2026 at 1,503 shares worth $214K. The position accounts for 0.07% of the portfolio, ranked #135.

Horizon Investment Services first reported a position in ITOT in Q4 2015 and has held it in 14 quarters since. The position peaked at $434K in Q4 2015. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

Horizon Investment Services held 1,503 shares of iShares Core S&P Total US Stock Market ETF worth $214K as of Q1 2026.
Horizon Investment Services left its iShares Core S&P Total US Stock Market ETF share count unchanged in Q1 2026.
iShares Core S&P Total US Stock Market ETF made up 0.07% of Horizon Investment Services's portfolio in Q1 2026, its #135 holding.
Horizon Investment Services first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2015 and has held it in 14 quarters since.
Horizon Investment Services's iShares Core S&P Total US Stock Market ETF position peaked at $434K in Q4 2015.
1,616 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on Horizon Investment Services's 13F filing for Q1 2026, filed 15 May 2026.