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

HUB Investment 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 		$49.3K Sell
300
-700
-70% -$111K ﹤0.01% 1334
2026
Q1 		$142K Buy
+1,000
New +$149K ﹤0.01% 1034

Other funds holding ITOT

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
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
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 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

HUB Investment Partners's ITOT Position: Q2 2026 in Review

HUB Investment Partners increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 323% in Q2 2026, buying an estimated $1.05M and bringing the position to 8,655 shares worth $1.42M. The position accounts for 0.03% of the portfolio, ranked #361.

HUB Investment Partners first reported a position in ITOT in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.6M in Q4 2021. 1,070 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • HUB Investment Partners held 8,655 shares of iShares Core S&P Total US Stock Market ETF worth $1.42M as of Q2 2026.
  • HUB Investment Partners bought 6,608 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $1.05M.
  • iShares Core S&P Total US Stock Market ETF made up 0.03% of HUB Investment Partners's portfolio in Q2 2026, its #361 holding.
  • HUB Investment Partners first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2021 and has held it in 22 quarters since.
  • HUB Investment Partners's iShares Core S&P Total US Stock Market ETF position peaked at $1.6M in Q4 2021.
  • 1,070 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on HUB Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.