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 Q2	$249K	Buy	1,513 +10	+0.7%	+$1.59K	0.07%	130
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 $6.73T AUM 46.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Horizon Investment Services's ITOT Position: Q2 2026 in Review

Horizon Investment Services increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.67% in Q2 2026, buying an estimated $1.59K and bringing the position to 1,513 shares worth $249K. The position accounts for 0.07% of the portfolio, ranked #130.

Horizon Investment Services first reported a position in ITOT in Q4 2015 and has held it in 15 quarters since. The position peaked at $434K in Q4 2015. 1,714 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Horizon Investment Services held 1,513 shares of iShares Core S&P Total US Stock Market ETF worth $249K as of Q2 2026.
Horizon Investment Services bought 10 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $1.59K.
iShares Core S&P Total US Stock Market ETF made up 0.07% of Horizon Investment Services's portfolio in Q2 2026, its #130 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 15 quarters since.
Horizon Investment Services's iShares Core S&P Total US Stock Market ETF position peaked at $434K in Q4 2015.
1,714 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Horizon Investment Services's 13F filing for Q2 2026, filed 6 Aug 2026.