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ITOT icon

Team Hewins’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Team Hewins’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 		$215K Sell
1,308
-1,275
-49% -$202K 0.06% 40
2026
Q1 		$368K Sell
2,583
-547
-17% -$81.3K 0.11% 29
2025
Q4 		$465K Hold
3,130
– – 0.15% 24
2025
Q3 		$456K Buy
3,130
+550
+21% +$77.1K 0.15% 22
2025
Q2 		$348K Hold
2,580
– – 0.13% 23
2025
Q1 		$315K Hold
2,580
– – 0.12% 23
2024
Q4 		$332K Hold
2,580
– – 0.13% 25
2024
Q3 		$324K Hold
2,580
– – 0.12% 26
2024
Q2 		$306K Buy
+2,580
New +$296K 0.13% 21

Other funds holding ITOT

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
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
ZF
Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return

Team Hewins's ITOT Position: Q2 2026 in Review

Team Hewins reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 49% in Q2 2026, selling an estimated $202K and leaving 1,308 shares worth $215K. The position accounts for 0.06% of the portfolio, ranked #40.

Team Hewins first reported a position in ITOT in Q2 2024 and has held it in 9 quarters since. The position peaked at $465K in Q4 2025. 913 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Team Hewins held 1,308 shares of iShares Core S&P Total US Stock Market ETF worth $215K as of Q2 2026.
  • Team Hewins sold 1,275 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $202K.
  • iShares Core S&P Total US Stock Market ETF made up 0.06% of Team Hewins's portfolio in Q2 2026, its #40 holding.
  • Team Hewins first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2024 and has held it in 9 quarters since.
  • Team Hewins's iShares Core S&P Total US Stock Market ETF position peaked at $465K in Q4 2025.
  • 913 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Team Hewins's 13F filing for Q2 2026, filed 29 Jul 2026.