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

DHJJ 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	$28.3K	Hold	172	–	–	0.01%	499
2026 Q1	$24.5K	Hold	172	–	–	0.01%	507
2025 Q4	$25.6K	Hold	172	–	–	0.01%	477
2025 Q3	$25.1K	Hold	172	–	–	0.01%	459
2025 Q2	$23.2K	Buy	+172	New	+$21.5K	0.01%	451

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

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

Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return

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

Cisco Systems San Jose, California $405M AUM 4.84% 1-Year Est. Return

Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return

Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

DHJJ Financial Advisors's ITOT Position: Q2 2026 in Review

DHJJ Financial Advisors held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q2 2026 at 172 shares worth $28.3K. The position accounts for 0.01% of the portfolio, ranked #499.

DHJJ Financial Advisors first reported a position in ITOT in Q2 2025 and has held it in 5 quarters since. 643 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

DHJJ Financial Advisors held 172 shares of iShares Core S&P Total US Stock Market ETF worth $28.3K as of Q2 2026.
DHJJ Financial Advisors left its iShares Core S&P Total US Stock Market ETF share count unchanged in Q2 2026.
iShares Core S&P Total US Stock Market ETF made up 0.01% of DHJJ Financial Advisors's portfolio in Q2 2026, its #499 holding.
DHJJ Financial Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2025 and has held it in 5 quarters since.
643 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.