Jackson Grant Investment Advisers’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Jackson Grant Investment Advisers’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	$292K	Buy	1,780 +2	+0.1%	+$317	0.09%	96
2026 Q1	$253K	Buy	1,778 +2	+0.1%	+$297	0.08%	102
2025 Q4	$264K	Buy	1,776 +2	+0.1%	+$295	0.09%	101
2025 Q3	$258K	Buy	1,774 +3	+0.2%	+$421	0.09%	99
2025 Q2	$239K	Buy	1,771 +2	+0.1%	+$250	0.09%	93
2025 Q1	$216K	Buy	1,769 +76	+4%	+$9.8K	0.08%	99
2024 Q4	$218K	Buy	1,693 +3	+0.2%	+$388	0.08%	96
2024 Q3	$212K	Buy	1,690 +3	+0.2%	+$363	0.08%	100
2024 Q2	$200K	Sell	1,687 -425	-20%	-$48.8K	0.08%	103
2024 Q1	$244K	Buy	2,112 +630	+43%	+$69.1K	0.1%	95
2023 Q4	$156K	Buy	1,482 +3	+0.2%	+$294	0.07%	113
2023 Q3	$139K	Buy	1,479 +17	+1%	+$1.67K	0.07%	114
2023 Q2	$143K	Buy	1,462 +30	+2%	+$2.77K	0.07%	119
2023 Q1	$130K	Buy	1,432 +720	+101%	+$63.9K	0.06%	130
2022 Q4	$60.4K	Buy	712 +124	+21%	+$10.6K	0.03%	167
2022 Q3	$47K	Buy	588 +27	+5%	+$2.39K	0.02%	175
2022 Q2	$47K	Buy	561 +64	+13%	+$5.83K	0.02%	186
2022 Q1	$50K	Buy	497 +328	+194%	+$32.7K	0.02%	203
2021 Q4	$18K	Buy	+169	New	+$17.7K	0.01%	245

Other funds holding ITOT

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

PWA

Provenance Wealth Advisors Fort Lauderdale, Florida $1.05B AUM 18.67% 1-Year Est. Return

Cisco Systems San Jose, California $405M AUM 4.84% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return

Jackson Grant Investment Advisers's ITOT Position: Q2 2026 in Review

Jackson Grant Investment Advisers increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.11% in Q2 2026, buying an estimated $317 and bringing the position to 1,780 shares worth $292K. The position accounts for 0.09% of the portfolio, ranked #96.

Jackson Grant Investment Advisers first reported a position in ITOT in Q4 2021 and has held it in 19 quarters since. 909 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Jackson Grant Investment Advisers held 1,780 shares of iShares Core S&P Total US Stock Market ETF worth $292K as of Q2 2026.
Jackson Grant Investment Advisers bought 2 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $317.
iShares Core S&P Total US Stock Market ETF made up 0.09% of Jackson Grant Investment Advisers's portfolio in Q2 2026, its #96 holding.
Jackson Grant Investment Advisers first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2021 and has held it in 19 quarters since.
909 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Jackson Grant Investment Advisers's 13F filing for Q2 2026, filed 31 Jul 2026.