Jefferies Financial Group
ITOT icon

Jefferies Financial Group’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Jefferies Financial Group’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
Q3 		– Sell
-24,017
Closed -$3.95M – 1556
2026
Q2 		$3.95M Buy
24,017
+181
+0.8% +$28.7K 0.03% 447
2026
Q1 		$3.39M Buy
23,836
+3
+0% +$446 0.02% 436
2025
Q4 		$3.54M Buy
23,833
+5
+0% +$738 0.02% 583
2025
Q3 		$3.47M Buy
23,828
+3
+0% +$421 0.02% 465
2025
Q2 		$3.22M Sell
23,825
-810
-3% -$101K 0.03% 409
2025
Q1 		$3.01M Buy
24,635
+4
+0% +$516 0.03% 444
2024
Q4 		$3.17M Buy
24,631
+5
+0% +$647 0.02% 510
2024
Q3 		$3.09M Buy
24,626
+5
+0% +$605 0.02% 446
2024
Q2 		$2.92M Buy
24,621
+4
+0% +$459 0.03% 438
2024
Q1 		$2.84M Buy
24,617
+3
+0% +$329 0.03% 470
2023
Q4 		$2.59M Sell
24,614
-1,595
-6% -$156K 0.02% 619
2023
Q3 		$2.47M Buy
+26,209
New +$2.58M 0.02% 559

Other funds holding ITOT

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
Auto-Owners Insurance
Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
Sentinel Trust
Sentinel Trust Houston, Texas $1.19B AUM 19.38% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
Provenance Wealth Advisors
Provenance Wealth Advisors Fort Lauderdale, Florida $1.69B AUM 11.53% 1-Year Est. Return
Evensky & Katz
Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return

Jefferies Financial Group's ITOT Position: Q3 2026 in Review

Jefferies Financial Group sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q3 2026, closing a stake of 24,017 shares — an estimated $3.95M sold.

Jefferies Financial Group first reported a position in ITOT in Q3 2023 and held it in 12 quarters. The position peaked at $3.95M in Q2 2026. 1,138 funds tracked by Wall St. Rank hold ITOT as of Q3 2026.

  • Jefferies Financial Group reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q3 2026 after selling out during the quarter.
  • Jefferies Financial Group sold 24,017 iShares Core S&P Total US Stock Market ETF shares in Q3 2026, an estimated $3.95M.
  • Jefferies Financial Group first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2023 and held it in 12 quarters.
  • Jefferies Financial Group's iShares Core S&P Total US Stock Market ETF position peaked at $3.95M in Q2 2026.
  • 1,138 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2026.

Based on Jefferies Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.