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HT Partners’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

HT Partners’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 		$369K Sell
2,246
-204
-8% -$32.4K 0.1% 39
2026
Q1 		$349K Sell
2,450
-8
-0.3% -$1.19K 0.11% 39
2025
Q4 		$365K Sell
2,458
-96
-4% -$14.2K 0.11% 39
2025
Q3 		$372K Sell
2,554
-32
-1% -$4.49K 0.11% 37
2025
Q2 		$349K Hold
2,586
– – 0.11% 36
2025
Q1 		$316K Buy
2,586
+41
+2% +$5.28K 0.11% 39
2024
Q4 		$327K Sell
2,545
-96
-4% -$12.4K 0.11% 38
2024
Q3 		$332K Sell
2,641
-172
-6% -$20.8K 0.12% 37
2024
Q2 		$334K Hold
2,813
– – 0.12% 36
2024
Q1 		$324K Sell
2,813
-332
-11% -$36.4K 0.12% 39
2023
Q4 		$331K Buy
3,145
+365
+13% +$35.8K 0.13% 36
2023
Q3 		$262K Hold
2,780
– – 0.08% 42
2023
Q2 		$272K Sell
2,780
-1,388
-33% -$128K 0.08% 45
2023
Q1 		$377K Buy
+4,168
New +$370K 0.11% 34

Other funds holding ITOT

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
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
WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return
JBA
Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return
FF
Friday Financial Dubuque, Iowa $373M AUM 22.52% 1-Year Est. Return

HT Partners's ITOT Position: Q2 2026 in Review

HT Partners reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 8.3% in Q2 2026, selling an estimated $32.4K and leaving 2,246 shares worth $369K. The position accounts for 0.1% of the portfolio, ranked #39.

HT Partners first reported a position in ITOT in Q1 2023 and has held it in 14 quarters since. The position peaked at $377K in Q1 2023. 376 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • HT Partners held 2,246 shares of iShares Core S&P Total US Stock Market ETF worth $369K as of Q2 2026.
  • HT Partners sold 204 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $32.4K.
  • iShares Core S&P Total US Stock Market ETF made up 0.1% of HT Partners's portfolio in Q2 2026, its #39 holding.
  • HT Partners first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2023 and has held it in 14 quarters since.
  • HT Partners's iShares Core S&P Total US Stock Market ETF position peaked at $377K in Q1 2023.
  • 376 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on HT Partners's 13F filing for Q2 2026, filed 16 Jul 2026.