Janney Montgomery Scott
ITOT icon

Janney Montgomery Scott’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Janney Montgomery Scott’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
Q1 		$20.5M Buy
144,059
+13,435
+10% +$2M 0.05% 354
2025
Q4 		$19.4M Buy
130,624
+21,609
+20% +$3.19M 0.04% 378
2025
Q3 		$15.9M Buy
109,015
+3,434
+3% +$482K 0.04% 438
2025
Q2 		$14.3M Sell
105,581
-727
-0.7% -$90.7K 0.04% 432
2025
Q1 		$13M Buy
106,308
+176
+0.2% +$22.7K 0.04% 448
2024
Q4 		$13.7M Buy
106,132
+1,889
+2% +$245K 0.04% 445
2024
Q3 		$13.1M Buy
104,243
+992
+1% +$120K 0.04% 456
2024
Q2 		$12.3M Sell
103,251
-2,840
-3% -$326K 0.04% 442
2024
Q1 		$12.2M Sell
106,091
-2,581
-2% -$283K 0.04% 464
2023
Q4 		$11.4M Buy
108,672
+3,585
+3% +$351K 0.04% 461
2023
Q3 		$9.9M Buy
105,087
+1,899
+2% +$187K 0.04% 440
2023
Q2 		$10.1M Sell
103,188
-4,366
-4% -$404K 0.04% 462
2023
Q1 		$9.74M Sell
107,554
-8,736
-8% -$776K 0.04% 427
2022
Q4 		$9.86M Buy
116,290
+7,185
+7% +$613K 0.04% 439
2022
Q3 		$8.68M Sell
109,105
-12,062
-10% -$1.07M 0.04% 433
2022
Q2 		$10.3M Buy
121,167
+40,565
+50% +$3.7M 0.05% 352
2022
Q1 		$8.14M Sell
80,602
-918
-1% -$91.5K 0.03% 440
2021
Q4 		$8.72M Buy
81,520
+1,290
+2% +$135K 0.03% 443
2021
Q3 		$7.89M Sell
80,230
-760
-0.9% -$76.8K 0.03% 450
2021
Q2 		$8M Sell
80,990
-7,988
-9% -$768K 0.04% 435
2021
Q1 		$8.15M Buy
88,978
+2,425
+3% +$218K 0.04% 382
2020
Q4 		$7.46M Sell
86,553
-490
-0.6% -$39.7K 0.04% 412
2020
Q3 		$6.57M Sell
87,043
-15,579
-15% -$1.16M 0.04% 393
2020
Q2 		$7.13M Sell
102,622
-384,279
-79% -$25.1M 0.05% 352
2020
Q1 		$27.9M Sell
486,901
-208,250
-30% -$14.3M 0.22% 115
2019
Q4 		$50.5M Sell
695,151
-254,139
-27% -$17.7M 0.33% 68
2019
Q3 		$63.7M Sell
949,290
-42,836
-4% -$2.87M 0.46% 46
2019
Q2 		$66.1M Buy
992,126
+165,483
+20% +$10.8M 0.51% 41
2019
Q1 		$53.2M Buy
826,643
+777,221
+1,573% +$48.2M 0.44% 47
2018
Q4 		$2.81M Buy
49,422
+808
+2% +$49.6K 0.03% 522
2018
Q3 		$3.24M Buy
48,614
+160
+0.3% +$10.5K 0.03% 530
2018
Q2 		$3.03M Buy
48,454
+1,217
+3% +$75.6K 0.03% 524
2018
Q1 		$2.86M Sell
47,237
-4,779
-9% -$298K 0.03% 534
2017
Q4 		$3.18M Sell
52,016
-2,061
-4% -$123K 0.03% 484
2017
Q3 		$3.12M Buy
54,077
+17,946
+50% +$1.01M 0.04% 460
2017
Q2 		$2M Buy
36,131
+17,609
+95% +$966K 0.03% 573
2017
Q1 		$1M Sell
18,522
-8,588
-32% -$458K 0.01% 835
2016
Q4 		$1.39M Buy
27,110
+16,628
+159% +$832K 0.02% 636
2016
Q3 		$519K Sell
10,482
-7,926
-43% -$391K 0.01% 932
2016
Q2 		$876K Buy
+18,408
New +$868K 0.02% 422
2016
Q1 		– Sell
-39,936
Closed -$1.85M – 1352
2015
Q4 		$1.85M Buy
39,936
+228
+0.6% +$10.7K 0.05% 366
2015
Q3 		$1.74M Buy
39,708
+16,608
+72% +$771K 0.05% 367
2015
Q2 		$1.09M Sell
23,100
-230
-1% -$11.1K 0.02% 749
2015
Q1 		$1.1M Buy
+23,330
New +$1.1M 0.02% 849

Other funds holding ITOT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Janney Montgomery Scott's ITOT Position: Q1 2026 in Review

Janney Montgomery Scott increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 10% in Q1 2026, buying an estimated $2M and bringing the position to 144,059 shares worth $20.5M. The position accounts for 0.05% of the portfolio, ranked #354.

Janney Montgomery Scott first reported a position in ITOT in Q1 2015 and has held it in 44 quarters since. The position peaked at $66.1M in Q2 2019. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

  • Janney Montgomery Scott held 144,059 shares of iShares Core S&P Total US Stock Market ETF worth $20.5M as of Q1 2026.
  • Janney Montgomery Scott bought 13,435 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $2M.
  • iShares Core S&P Total US Stock Market ETF made up 0.05% of Janney Montgomery Scott's portfolio in Q1 2026, its #354 holding.
  • Janney Montgomery Scott first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2015 and has held it in 44 quarters since.
  • Janney Montgomery Scott's iShares Core S&P Total US Stock Market ETF position peaked at $66.1M in Q2 2019.
  • 1,616 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on Janney Montgomery Scott's 13F filing for Q1 2026, filed 22 Apr 2026.