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

Gilliland Jeter 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	$953K	Buy	5,801 +1,757	+43%	+$279K	0.25%	82
2026 Q1	$576K	Buy	+4,044	New	+$601K	0.17%	105

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

Gilliland Jeter Wealth Management's ITOT Position: Q2 2026 in Review

Gilliland Jeter Wealth Management increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 43% in Q2 2026, buying an estimated $279K and bringing the position to 5,801 shares worth $953K. The position accounts for 0.25% of the portfolio, ranked #82.

Gilliland Jeter Wealth Management first reported a position in ITOT in Q1 2026 and has held it in 2 quarters since. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Gilliland Jeter Wealth Management held 5,801 shares of iShares Core S&P Total US Stock Market ETF worth $953K as of Q2 2026.
Gilliland Jeter Wealth Management bought 1,757 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $279K.
iShares Core S&P Total US Stock Market ETF made up 0.25% of Gilliland Jeter Wealth Management's portfolio in Q2 2026, its #82 holding.
Gilliland Jeter Wealth Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2026 and has held it in 2 quarters since.
1,710 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Gilliland Jeter Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.