JTWM
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Jackson Thornton Wealth Management’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Jackson Thornton Wealth Management’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 		$11.6M Buy
70,798
+3,288
+5% +$522K 0.92% 18
2026
Q1 		$10M Buy
67,510
+43,766
+184% +$6.51M 0.9% 19
2025
Q4 		$3.59M Buy
23,744
+6,885
+41% +$1.02M 0.34% 28
2025
Q3 		$2.48M Buy
16,859
+3,997
+31% +$561K 0.25% 29
2025
Q2 		$1.75M Sell
12,862
-3,625
-22% -$452K 0.2% 31
2025
Q1 		$1.89M Buy
16,487
+1,846
+13% +$238K 0.25% 29
2024
Q4 		$1.88M Buy
14,641
+1,048
+8% +$136K 0.24% 29
2024
Q3 		$1.71M Buy
13,593
+6,037
+80% +$731K 0.23% 27
2024
Q2 		$897K Buy
7,556
+653
+9% +$74.9K 0.14% 29
2024
Q1 		$796K Buy
6,903
+440
+7% +$48.3K 0.14% 25
2023
Q4 		$680K Buy
6,463
+354
+6% +$34.7K 0.13% 25
2023
Q3 		$575K Buy
6,109
+63
+1% +$6.19K 0.12% 23
2023
Q2 		$592K Buy
6,046
+517
+9% +$47.8K 0.12% 22
2023
Q1 		$501K Buy
5,529
+841
+18% +$74.7K 0.11% 24
2022
Q4 		$398K Sell
4,688
-2,719
-37% -$232K 0.1% 24
2022
Q3 		$589K Buy
7,407
+4,871
+192% +$431K 0.16% 17
2022
Q2 		$212K Sell
2,536
-1,232
-33% -$112K 0.06% 25
2022
Q1 		$380K Buy
3,768
+266
+8% +$26.5K 0.1% 17
2021
Q4 		$375K Buy
+3,502
New +$366K 0.11% 14

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

Jackson Thornton Wealth Management's ITOT Position: Q2 2026 in Review

Jackson Thornton Wealth Management increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 4.9% in Q2 2026, buying an estimated $522K and bringing the position to 70,798 shares worth $11.6M. The position accounts for 0.92% of the portfolio, ranked #18.

Jackson Thornton Wealth Management first reported a position in ITOT in Q4 2021 and has held it in 19 quarters since. 1,717 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Jackson Thornton Wealth Management held 70,798 shares of iShares Core S&P Total US Stock Market ETF worth $11.6M as of Q2 2026.
  • Jackson Thornton Wealth Management bought 3,288 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $522K.
  • iShares Core S&P Total US Stock Market ETF made up 0.92% of Jackson Thornton Wealth Management's portfolio in Q2 2026, its #18 holding.
  • Jackson Thornton Wealth Management 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.
  • 1,717 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Jackson Thornton Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.