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

JGP 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	$50.4M	Buy	306,602 +9,194	+3%	+$1.46M	4.52%	5
2026 Q1	$42.4M	Buy	297,408 +11,826	+4%	+$1.76M	4.41%	5
2025 Q4	$42.5M	Buy	285,582 +13,904	+5%	+$2.05M	4.43%	4
2025 Q3	$39.8M	Buy	271,678 +8,096	+3%	+$1.14M	4.41%	4
2025 Q2	$35.6M	Buy	263,582 +45,394	+21%	+$5.66M	4.31%	5
2025 Q1	$26.6M	Buy	218,188 +4,785	+2%	+$617K	3.5%	6
2024 Q4	$27.4M	Buy	213,403 +10,611	+5%	+$1.37M	3.55%	4
2024 Q3	$25.5M	Buy	202,792 +5,169	+3%	+$626K	3.28%	5
2024 Q2	$23.5M	Buy	197,623 +14,343	+8%	+$1.65M	3.35%	5
2024 Q1	$21.1M	Sell	183,280 -6,437	-3%	-$706K	3.07%	4
2023 Q4	$20M	Buy	189,717 +62,610	+49%	+$6.14M	2.96%	4
2023 Q3	$12M	Buy	127,107 +7,751	+6%	+$762K	2.01%	16
2023 Q2	$11.7M	Buy	119,356 +7,621	+7%	+$705K	1.91%	21
2023 Q1	$10.1M	Sell	111,735 -222	-0.2%	-$19.7K	1.77%	23
2022 Q4	$9.49M	Buy	111,957 +5,964	+6%	+$509K	1.74%	22
2022 Q3	$8.56M	Buy	105,993 +5,840	+6%	+$516K	1.8%	20
2022 Q2	$8.52M	Buy	100,153 +7,994	+9%	+$728K	1.72%	23
2022 Q1	$9.18M	Buy	92,159 +11,230	+14%	+$1.12M	1.69%	22
2021 Q4	$8.51M	Buy	80,929 +5,718	+8%	+$598K	1.58%	26
2021 Q3	$7.4M	Buy	75,211 +6,459	+9%	+$653K	1.6%	26
2021 Q2	$6.79M	Buy	68,752 +4,451	+7%	+$428K	1.46%	30
2021 Q1	$5.89M	Buy	64,301 +4,718	+8%	+$423K	1.32%	26
2020 Q4	$5.36M	Buy	59,583 +6,662	+13%	+$540K	1.24%	29
2020 Q3	$4.08M	Buy	52,921 +1,584	+3%	+$118K	1.08%	36
2020 Q2	$3.65M	Buy	51,337 +3,922	+8%	+$256K	1.07%	37
2020 Q1	$2.88M	Buy	47,415 +7,793	+20%	+$535K	1.02%	39
2019 Q4	$2.9M	Buy	39,622 +2,430	+7%	+$169K	0.86%	49
2019 Q3	$2.42M	Buy	37,192 +7,706	+26%	+$516K	0.84%	49
2019 Q2	$1.97M	Buy	29,486 +13,704	+87%	+$898K	0.7%	53
2019 Q1	$1.02M	Buy	15,782 +4,246	+37%	+$263K	0.38%	69
2018 Q4	$655K	Buy	11,536 +6,101	+112%	+$375K	0.27%	82
2018 Q3	$364K	Buy	+5,435	New	+$356K	0.15%	96

Other funds holding ITOT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

JGP Wealth Management increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 3.1% in Q2 2026, buying an estimated $1.46M and bringing the position to 306,602 shares worth $50.4M. The position accounts for 4.52% of the portfolio, ranked #5.

JGP Wealth Management first reported a position in ITOT in Q3 2018 and has held it in 32 quarters since. 1,714 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

JGP Wealth Management held 306,602 shares of iShares Core S&P Total US Stock Market ETF worth $50.4M as of Q2 2026.
JGP Wealth Management bought 9,194 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $1.46M.
iShares Core S&P Total US Stock Market ETF made up 4.52% of JGP Wealth Management's portfolio in Q2 2026, its #5 holding.
JGP Wealth Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2018 and has held it in 32 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 JGP Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.