J.E. Simmons & Co’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$243K Sell
1,479
-9
-0.6% -$1.43K 0.14% 64
2026
Q1
$212K Sell
1,488
-16
-1% -$2.38K 0.14% 65
2025
Q4
$224K Buy
+1,504
New +$222K 0.15% 65

Other funds holding ITOT

J.E. Simmons & Co's ITOT Position: Q2 2026 in Review

J.E. Simmons & Co reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.6% in Q2 2026, selling an estimated $1.43K and leaving 1,479 shares worth $243K. The position accounts for 0.14% of the portfolio, ranked #64.

J.E. Simmons & Co first reported a position in ITOT in Q4 2025 and has held it in 3 quarters since. 1,711 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • J.E. Simmons & Co held 1,479 shares of iShares Core S&P Total US Stock Market ETF worth $243K as of Q2 2026.
  • J.E. Simmons & Co sold 9 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $1.43K.
  • iShares Core S&P Total US Stock Market ETF made up 0.14% of J.E. Simmons & Co's portfolio in Q2 2026, its #64 holding.
  • J.E. Simmons & Co first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,711 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on J.E. Simmons & Co's 13F filing for Q2 2026, filed 15 Jul 2026.