HT Partners
ITOT icon

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
Q3 		$373K Hold
2,246
– – 0.1% 39
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

Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
Auto-Owners Insurance
Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Goldstein Advisors
Goldstein Advisors Madison, Wisconsin $1.13B AUM 16.75% 1-Year Est. Return
Tanager Wealth Management
Tanager Wealth Management Goring On Thames, United Kingdom $1.2B AUM 12% 1-Year Est. Return
Cisco Systems
Cisco Systems San Jose, California $294M AUM 0.93% 1-Year Est. Return
Friday Financial
Friday Financial Dubuque, Iowa $506M AUM 14.2% 1-Year Est. Return
Johnson Bixby & Associates
Johnson Bixby & Associates Vancouver, Washington $916M AUM 10.38% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

HT Partners's ITOT Position: Q3 2026 in Review

HT Partners held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q3 2026 at 2,246 shares worth $373K. 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 15 quarters since. The position peaked at $377K in Q1 2023. 477 funds tracked by Wall St. Rank hold ITOT as of Q3 2026.

  • HT Partners held 2,246 shares of iShares Core S&P Total US Stock Market ETF worth $373K as of Q3 2026.
  • HT Partners left its iShares Core S&P Total US Stock Market ETF share count unchanged in Q3 2026.
  • iShares Core S&P Total US Stock Market ETF made up 0.1% of HT Partners's portfolio in Q3 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 15 quarters since.
  • HT Partners's iShares Core S&P Total US Stock Market ETF position peaked at $377K in Q1 2023.
  • 477 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2026.

Based on HT Partners's 13F filing for Q3 2026, filed 20 Oct 2026.