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

JMG 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	$514K	Buy	3,608 +1,232	+52%	+$183K	0.01%	91
2025 Q4	$353K	Hold	2,376	–	–	0.01%	102
2025 Q3	$346K	Hold	2,376	–	–	0.01%	102
2025 Q2	$321K	Hold	2,376	–	–	0.01%	103
2025 Q1	$290K	Hold	2,376	–	–	0.01%	105
2024 Q4	$306K	Hold	2,376	–	–	0.01%	103
2024 Q3	$298K	Hold	2,376	–	–	0.01%	105
2024 Q2	$282K	Hold	2,376	–	–	0.01%	106
2024 Q1	$274K	Sell	2,376 -372	-14%	-$40.8K	0.01%	109
2023 Q4	$289K	Buy	+2,748	New	+$269K	0.01%	104

Other funds holding ITOT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

JMG Financial Group increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 52% in Q1 2026, buying an estimated $183K and bringing the position to 3,608 shares worth $514K. The position accounts for 0.01% of the portfolio, ranked #91.

JMG Financial Group first reported a position in ITOT in Q4 2023 and has held it in 10 quarters since. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

JMG Financial Group held 3,608 shares of iShares Core S&P Total US Stock Market ETF worth $514K as of Q1 2026.
JMG Financial Group bought 1,232 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $183K.
iShares Core S&P Total US Stock Market ETF made up 0.01% of JMG Financial Group's portfolio in Q1 2026, its #91 holding.
JMG Financial Group first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2023 and has held it in 10 quarters since.
1,616 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on JMG Financial Group's 13F filing for Q1 2026, filed 7 May 2026.