J.W. Coons Advisors’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

J.W. Coons 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
2025 Q2	$478K	Buy	3,541 +4	+0.1%	+$499	0.11%	159
2025 Q1	$432K	Buy	3,537 +3	+0.1%	+$387	0.11%	157
2024 Q4	$455K	Buy	3,534 +5	+0.1%	+$647	0.12%	156
2024 Q3	$443K	Buy	3,529 +5	+0.1%	+$605	0.11%	165
2024 Q2	$419K	Buy	3,524 +3	+0.1%	+$344	0.1%	161
2024 Q1	$406K	Buy	3,521 +4	+0.1%	+$439	0.09%	169
2023 Q4	$370K	Sell	3,517 -600	-15%	-$58.8K	0.1%	170
2023 Q3	$388K	Sell	4,117 -400	-9%	-$39.3K	0.11%	154
2023 Q2	$442K	Buy	4,517 +205	+5%	+$19K	0.12%	148
2023 Q1	$390K	Buy	4,312 +7	+0.2%	+$621	0.11%	164
2022 Q4	$365K	Buy	4,305 +8	+0.2%	+$683	0.11%	166
2022 Q3	$342K	Buy	4,297 +8	+0.2%	+$707	0.13%	160
2022 Q2	$359K	Buy	4,289 +5	+0.1%	+$456	0.13%	167
2022 Q1	$432K	Buy	4,284 +5	+0.1%	+$499	0.13%	161
2021 Q4	$457K	Buy	4,279 +6	+0.1%	+$627	0.14%	156
2021 Q3	$421K	Buy	4,273 +6	+0.1%	+$607	0.14%	153
2021 Q2	$422K	Buy	4,267 +4	+0.1%	+$385	0.15%	153
2021 Q1	$390K	Sell	4,263 -270	-6%	-$24.2K	0.14%	155
2020 Q4	$390K	Buy	4,533 +7	+0.2%	+$567	0.15%	144
2020 Q3	$342K	Sell	4,526 -74	-2%	-$5.52K	0.14%	148
2020 Q2	$320K	Buy	4,600 +18	+0.4%	+$1.18K	0.14%	147
2020 Q1	$262K	Buy	+4,582	New	+$314K	0.14%	155

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

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

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

J.W. Coons Advisors's ITOT Position: Q2 2025 in Review

J.W. Coons Advisors increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.11% in Q2 2025, buying an estimated $499 and bringing the position to 3,541 shares worth $478K. The position accounts for 0.11% of the portfolio, ranked #159.

J.W. Coons Advisors first reported a position in ITOT in Q1 2020 and has held it in 22 quarters since. 1,468 funds tracked by Wall St. Rank hold ITOT as of Q2 2025.

J.W. Coons Advisors held 3,541 shares of iShares Core S&P Total US Stock Market ETF worth $478K as of Q2 2025.
J.W. Coons Advisors bought 4 iShares Core S&P Total US Stock Market ETF shares in Q2 2025, an estimated $499.
iShares Core S&P Total US Stock Market ETF made up 0.11% of J.W. Coons Advisors's portfolio in Q2 2025, its #159 holding.
J.W. Coons Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2020 and has held it in 22 quarters since.
1,468 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2025.

Based on J.W. Coons Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.