William Howard & Co Financial Advisors’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

William Howard & Co Financial Advisors’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	$680K	Buy	4,139 +209	+5%	+$33.2K	0.53%	29
2026 Q1	$560K	Buy	3,930 +16	+0.4%	+$2.38K	0.48%	31
2025 Q4	$582K	Buy	3,914 +10	+0.3%	+$1.48K	0.49%	31
2025 Q3	$569K	Sell	3,904 -53	-1%	-$7.43K	0.48%	31
2025 Q2	$534K	Buy	3,957 +1,012	+34%	+$126K	0.47%	32
2025 Q1	$359K	Sell	2,945 -112	-4%	-$14.4K	0.34%	34
2024 Q4	$393K	Sell	3,057 -16	-0.5%	-$2.07K	0.36%	34
2024 Q3	$387K	Sell	3,073 -61	-2%	-$7.38K	0.33%	33
2024 Q2	$372K	Buy	3,134 +3	+0.1%	+$344	0.34%	33
2024 Q1	$361K	Buy	+3,131	New	+$343K	0.34%	31

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

William Howard & Co Financial Advisors's ITOT Position: Q2 2026 in Review

William Howard & Co Financial Advisors increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 5.3% in Q2 2026, buying an estimated $33.2K and bringing the position to 4,139 shares worth $680K. The position accounts for 0.53% of the portfolio, ranked #29.

William Howard & Co Financial Advisors first reported a position in ITOT in Q1 2024 and has held it in 10 quarters since. 1,706 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

William Howard & Co Financial Advisors held 4,139 shares of iShares Core S&P Total US Stock Market ETF worth $680K as of Q2 2026.
William Howard & Co Financial Advisors bought 209 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $33.2K.
iShares Core S&P Total US Stock Market ETF made up 0.53% of William Howard & Co Financial Advisors's portfolio in Q2 2026, its #29 holding.
William Howard & Co Financial Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2024 and has held it in 10 quarters since.
1,706 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on William Howard & Co Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.