4WM
ITOT icon

4J Wealth Management’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

4J Wealth Management’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 		$251K Sell
1,525
-139
-8% -$22.1K 0.12% 94
2026
Q1 		$237K Sell
1,664
-245
-13% -$36.4K 0.13% 90
2025
Q4 		$284K Hold
1,909
– – 0.16% 78
2025
Q3 		$278K Hold
1,909
– – 0.16% 81
2025
Q2 		$258K Sell
1,909
-288
-13% -$35.9K 0.17% 84
2025
Q1 		$268K Sell
2,197
-28
-1% -$3.61K 0.21% 75
2024
Q4 		$286K Hold
2,225
– – 0.23% 69
2024
Q3 		$280K Hold
2,225
– – 0.22% 71
2024
Q2 		$264K Hold
2,225
– – 0.22% 73
2024
Q1 		$257K Sell
2,225
-1
-0% -$110 0.22% 78
2023
Q4 		$234K Sell
2,226
-110
-5% -$10.8K 0.21% 77
2023
Q3 		$220K Sell
2,336
-50
-2% -$4.91K 0.22% 79
2023
Q2 		$233K Hold
2,386
– – 0.23% 76
2023
Q1 		$216K Sell
2,386
-283
-11% -$25.1K 0.23% 74
2022
Q4 		$226K Sell
2,669
-24
-0.9% -$2.05K 0.26% 70
2022
Q3 		$214K Buy
2,693
+70
+3% +$6.19K 0.27% 65
2022
Q2 		$220K Sell
2,623
-1
-0% -$91 0.28% 59
2022
Q1 		$265K Hold
2,624
– – 0.23% 59
2021
Q4 		$281K Sell
2,624
-155
-6% -$16.2K 0.24% 61
2021
Q3 		$273K Hold
2,779
– – 0.24% 64
2021
Q2 		$274K Hold
2,779
– – 0.24% 64
2021
Q1 		$255K Sell
2,779
-306
-10% -$27.4K 0.24% 67
2020
Q4 		$265K Buy
+3,085
New +$250K 0.26% 63

Other funds holding ITOT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
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

4J Wealth Management's ITOT Position: Q2 2026 in Review

4J Wealth Management reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 8.4% in Q2 2026, selling an estimated $22.1K and leaving 1,525 shares worth $251K. The position accounts for 0.12% of the portfolio, ranked #94.

4J Wealth Management first reported a position in ITOT in Q4 2020 and has held it in 23 quarters since. The position peaked at $286K in Q4 2024. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • 4J Wealth Management held 1,525 shares of iShares Core S&P Total US Stock Market ETF worth $251K as of Q2 2026.
  • 4J Wealth Management sold 139 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $22.1K.
  • iShares Core S&P Total US Stock Market ETF made up 0.12% of 4J Wealth Management's portfolio in Q2 2026, its #94 holding.
  • 4J Wealth Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2020 and has held it in 23 quarters since.
  • 4J Wealth Management's iShares Core S&P Total US Stock Market ETF position peaked at $286K in Q4 2024.
  • 1,710 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on 4J Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.