JWM
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JDH Wealth Management’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

JDH 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 		$1.72M Sell
10,476
-122
-1% -$19.4K 1.05% 20
2026
Q1 		$1.51M Sell
10,598
-1
-0% -$149 1.02% 20
2025
Q4 		$1.58M Hold
10,599
– – 1.08% 21
2025
Q3 		$1.54M Sell
10,599
-1,057
-9% -$148K 1.1% 20
2025
Q2 		$1.57M Buy
11,656
+9,252
+385% +$1.15M 1.21% 20
2025
Q1 		$293K Sell
2,404
-187
-7% -$24.1K 0.25% 38
2024
Q4 		$333K Buy
+2,591
New +$335K 0.29% 32

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

JDH Wealth Management's ITOT Position: Q2 2026 in Review

JDH Wealth Management reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 1.2% in Q2 2026, selling an estimated $19.4K and leaving 10,476 shares worth $1.72M. The position accounts for 1.05% of the portfolio, ranked #20.

JDH Wealth Management first reported a position in ITOT in Q4 2024 and has held it in 7 quarters since. 1,714 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • JDH Wealth Management held 10,476 shares of iShares Core S&P Total US Stock Market ETF worth $1.72M as of Q2 2026.
  • JDH Wealth Management sold 122 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $19.4K.
  • iShares Core S&P Total US Stock Market ETF made up 1.05% of JDH Wealth Management's portfolio in Q2 2026, its #20 holding.
  • JDH Wealth Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,714 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on JDH Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.