JIC
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Joel Isaacson & Co’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Joel Isaacson & Co’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 		$4.48M Buy
27,251
+70
+0.3% +$11.1K 0.13% 80
2026
Q1 		$3.87M Buy
27,181
+61
+0.2% +$9.07K 0.13% 74
2025
Q4 		$4.03M Buy
27,120
+89
+0.3% +$13.1K 0.13% 75
2025
Q3 		$3.94M Buy
27,031
+77
+0.3% +$10.8K 0.14% 73
2025
Q2 		$3.64M Buy
26,954
+79
+0.3% +$9.86K 0.15% 70
2025
Q1 		$3.28M Buy
26,875
+679
+3% +$87.5K 0.15% 66
2024
Q4 		$3.37M Buy
26,196
+89
+0.3% +$11.5K 0.15% 63
2024
Q3 		$3.28M Buy
26,107
+242
+0.9% +$29.3K 0.16% 65
2024
Q2 		$3.07M Sell
25,865
-89
-0.3% -$10.2K 0.16% 61
2024
Q1 		$2.99M Buy
25,954
+284
+1% +$31.1K 0.16% 62
2023
Q4 		$2.7M Buy
25,670
+251
+1% +$24.6K 0.17% 58
2023
Q3 		$2.39M Buy
25,419
+977
+4% +$96K 0.16% 61
2023
Q2 		$2.39M Buy
24,442
+72
+0.3% +$6.66K 0.16% 60
2023
Q1 		$2.21M Buy
24,370
+96
+0.4% +$8.52K 0.16% 65
2022
Q4 		$2.06M Buy
24,274
+4,663
+24% +$398K 0.16% 68
2022
Q3 		$1.56M Sell
19,611
-4,886
-20% -$432K 0.13% 73
2022
Q2 		$2.05M Buy
24,497
+4,952
+25% +$451K 0.17% 62
2022
Q1 		$1.91M Buy
19,545
+62
+0.3% +$6.18K 0.14% 70
2021
Q4 		$2.08M Buy
19,483
+142
+0.7% +$14.8K 0.14% 71
2021
Q3 		$1.9M Hold
19,341
– – 0.14% 71
2021
Q2 		$1.91M Buy
19,341
+109
+0.6% +$10.5K 0.15% 64
2021
Q1 		$1.76M Hold
19,232
– – 0.15% 62
2020
Q4 		$1.66M Buy
19,232
+753
+4% +$61K 0.16% 59
2020
Q3 		$1.4M Buy
18,479
+2,030
+12% +$151K 0.18% 61
2020
Q2 		$1.14M Sell
16,449
-1,261
-7% -$82.4K 0.16% 69
2020
Q1 		$1.01M Buy
17,710
+8,850
+100% +$607K 0.18% 62
2019
Q4 		$644K Buy
8,860
+1,860
+27% +$129K 0.08% 104
2019
Q3 		$469K Buy
7,000
+1,750
+33% +$117K 0.07% 128
2019
Q2 		$350K Buy
+5,250
New +$344K 0.05% 151

Other funds holding ITOT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
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
AG
AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return

Joel Isaacson & Co's ITOT Position: Q2 2026 in Review

Joel Isaacson & Co increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.26% in Q2 2026, buying an estimated $11.1K and bringing the position to 27,251 shares worth $4.48M. The position accounts for 0.13% of the portfolio, ranked #80.

Joel Isaacson & Co first reported a position in ITOT in Q2 2019 and has held it in 29 quarters since. 1,223 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Joel Isaacson & Co held 27,251 shares of iShares Core S&P Total US Stock Market ETF worth $4.48M as of Q2 2026.
  • Joel Isaacson & Co bought 70 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $11.1K.
  • iShares Core S&P Total US Stock Market ETF made up 0.13% of Joel Isaacson & Co's portfolio in Q2 2026, its #80 holding.
  • Joel Isaacson & Co first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2019 and has held it in 29 quarters since.
  • 1,223 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Joel Isaacson & Co's 13F filing for Q2 2026, filed 4 Aug 2026.