JFG
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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
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

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

Jefferies Financial Group's ITOT Position: Q2 2026 in Review

Jefferies Financial Group increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.76% in Q2 2026, buying an estimated $28.7K and bringing the position to 24,017 shares worth $3.95M. The position accounts for 0.03% of the portfolio, ranked #447.

Jefferies Financial Group first reported a position in ITOT in Q3 2023 and has held it in 12 quarters since. 1,714 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Jefferies Financial Group held 24,017 shares of iShares Core S&P Total US Stock Market ETF worth $3.95M as of Q2 2026.
  • Jefferies Financial Group bought 181 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $28.7K.
  • iShares Core S&P Total US Stock Market ETF made up 0.03% of Jefferies Financial Group's portfolio in Q2 2026, its #447 holding.
  • Jefferies Financial Group first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2023 and has held it in 12 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 Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.