JWM
ITOT icon

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

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
PWA
Provenance Wealth Advisors Fort Lauderdale, Florida $1.05B AUM 18.67% 1-Year Est. Return
CS
Cisco Systems San Jose, California $405M AUM 4.84% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 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. 696 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.
  • 696 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.