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Glass Jacobson Investment Advisors’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Glass Jacobson Investment 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 		$4.3M Buy
26,195
+1,819
+7% +$289K 1.34% 14
2026
Q1 		$3.47M Sell
24,376
-67
-0.3% -$9.96K 1.2% 15
2025
Q4 		$3.63M Sell
24,443
-1,854
-7% -$274K 1.31% 14
2025
Q3 		$3.83M Sell
26,297
-411
-2% -$57.6K 1.39% 11
2025
Q2 		$3.61M Buy
26,708
+595
+2% +$74.2K 1.39% 12
2025
Q1 		$3.36M Hold
26,113
– – 1.1% 16
2024
Q4 		$3.36M Sell
26,113
-649
-2% -$84K 1.1% 16
2024
Q3 		$3.36M Sell
26,762
-342
-1% -$41.4K 1.11% 17
2024
Q2 		$3.22M Sell
27,104
-1,668
-6% -$191K 1.17% 15
2024
Q1 		$3.32M Sell
28,772
-1,547
-5% -$170K 1.25% 14
2023
Q4 		$3.19M Buy
30,319
+5,048
+20% +$495K 1.3% 14
2023
Q3 		$2.38M Buy
25,271
+460
+2% +$45.2K 1.09% 21
2023
Q2 		$2.43M Buy
+24,811
New +$2.29M 1.11% 19
2022
Q4 		$1.94M Buy
+22,851
New +$1.95M 0.96% 24

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

Glass Jacobson Investment Advisors's ITOT Position: Q2 2026 in Review

Glass Jacobson Investment Advisors increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 7.5% in Q2 2026, buying an estimated $289K and bringing the position to 26,195 shares worth $4.3M. The position accounts for 1.34% of the portfolio, ranked #14.

Glass Jacobson Investment Advisors first reported a position in ITOT in Q4 2022 and has held it in 14 quarters since. 1,718 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Glass Jacobson Investment Advisors held 26,195 shares of iShares Core S&P Total US Stock Market ETF worth $4.3M as of Q2 2026.
  • Glass Jacobson Investment Advisors bought 1,819 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $289K.
  • iShares Core S&P Total US Stock Market ETF made up 1.34% of Glass Jacobson Investment Advisors's portfolio in Q2 2026, its #14 holding.
  • Glass Jacobson Investment Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2022 and has held it in 14 quarters since.
  • 1,718 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.