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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Glass Jacobson Investment Advisors's ITOT Position: Q1 2026 in Review

Glass Jacobson Investment Advisors reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.27% in Q1 2026, selling an estimated $9.96K and leaving 24,376 shares worth $3.47M. The position accounts for 1.2% of the portfolio, ranked #15.

Glass Jacobson Investment Advisors first reported a position in ITOT in Q4 2022 and has held it in 13 quarters since. The position peaked at $3.83M in Q3 2025. 1,618 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

Glass Jacobson Investment Advisors held 24,376 shares of iShares Core S&P Total US Stock Market ETF worth $3.47M as of Q1 2026.
Glass Jacobson Investment Advisors sold 67 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $9.96K.
iShares Core S&P Total US Stock Market ETF made up 1.2% of Glass Jacobson Investment Advisors's portfolio in Q1 2026, its #15 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 13 quarters since.
Glass Jacobson Investment Advisors's iShares Core S&P Total US Stock Market ETF position peaked at $3.83M in Q3 2025.
1,618 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on Glass Jacobson Investment Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.