JC
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Jacobs & Co’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Jacobs & Co’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
Q4 		– Sell
-1,390
Closed -$202K – 127
2025
Q3 		$202K Buy
+1,390
New +$195K 0.02% 124

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Jacobs & Co's ITOT Position: Q4 2025 in Review

Jacobs & Co sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q4 2025, closing a stake of 1,390 shares — an estimated $202K sold.

Jacobs & Co first reported a position in ITOT in Q3 2025 and held it in 1 quarter. The position peaked at $202K in Q3 2025. 1,643 funds tracked by Wall St. Rank hold ITOT as of Q4 2025.

  • Jacobs & Co reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q4 2025 after selling out during the quarter.
  • Jacobs & Co sold 1,390 iShares Core S&P Total US Stock Market ETF shares in Q4 2025, an estimated $202K.
  • Jacobs & Co first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2025 and held it in 1 quarter.
  • Jacobs & Co's iShares Core S&P Total US Stock Market ETF position peaked at $202K in Q3 2025.
  • 1,643 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q4 2025.

Based on Jacobs & Co's 13F filing for Q4 2025, filed 5 Jan 2026.