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
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 $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

Jefferies Financial Group's ITOT Position: Q1 2026 in Review

Jefferies Financial Group increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.01% in Q1 2026, buying an estimated $446 and bringing the position to 23,836 shares worth $3.39M. The position accounts for 0.02% of the portfolio, ranked #436.

Jefferies Financial Group first reported a position in ITOT in Q3 2023 and has held it in 11 quarters since. The position peaked at $3.54M in Q4 2025. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

  • Jefferies Financial Group held 23,836 shares of iShares Core S&P Total US Stock Market ETF worth $3.39M as of Q1 2026.
  • Jefferies Financial Group bought 3 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $446.
  • iShares Core S&P Total US Stock Market ETF made up 0.02% of Jefferies Financial Group's portfolio in Q1 2026, its #436 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 11 quarters since.
  • Jefferies Financial Group's iShares Core S&P Total US Stock Market ETF position peaked at $3.54M in Q4 2025.
  • 1,616 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.