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ITOTITOT
Showing 8 of 19 quarters

Position history for HB Wealth Management, LLCHB Wealth Management, LLC's holdings in ISHARES CORE S&P TOTAL U.S.

HB Wealth Management, LLC holds 998,509 shares of ITOT (ISHARES CORE S&P TOTAL U.S.), worth $164M as of 2026-Q2. The position was decreased (-0.4% shares). ITOT represents 0.9% of HB Wealth Management, LLC's portfolio.

Current Value

$164M

Current Shares

998,509

Total Value Change

+$43.9M

Total Shares Change

+42,374

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
998,509
-0.4%
$164M0.9%$164.27
0
2026-Q1
Decreased
1M
-1.8%
$142.8M0.9%$142.06
0
2025-Q4
Increased
1M
+0.0%
$151.8M1.0%$147.98
43
2025-Q3
Increased
1M
+4.7%
$148.6M1.0%$144.48
50
2025-Q2
Increased
974,950
+1.4%
$131.7M1.0%$133.57
48
2025-Q1
Increased
961,484
+0.8%
$117.3M1.0%$120.32
43
2024-Q4
Decreased
953,699
-0.3%
$122.7M1.3%$126.47
0
2024-Q3
Decreased
956,135
-2.1%
$120.1M1.3%$123.09
0

Other major holders of ITOT: BlackRock, Inc., WELLS FARGO & COMPANY/MN, BNP PARIBAS FINANCIAL MARKETS

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