JBA
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Johnson Bixby & Associates’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Johnson Bixby & Associates’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 		$96.7M Buy
588,632
+1,631
+0.3% +$259K 10.79% 2
2026
Q1 		$83.6M Sell
587,001
-102,577
-15% -$15.3M 10.37% 2
2025
Q4 		$103M Sell
689,578
-18,263
-3% -$2.7M 12.71% 1
2025
Q3 		$103M Sell
707,841
-3,828
-0.5% -$537K 13.21% 2
2025
Q2 		$96.1M Buy
711,669
+6,193
+0.9% +$773K 13.2% 2
2025
Q1 		$86.1M Sell
705,476
-126,157
-15% -$16.3M 12.87% 2
2024
Q4 		$107M Sell
831,633
-1,833
-0.2% -$237K 16.32% 1
2024
Q3 		$105M Sell
833,466
-236
-0% -$28.6K 15.96% 1
2024
Q2 		$99M Buy
833,702
+15,691
+2% +$1.8M 16.59% 1
2024
Q1 		$94.3M Buy
818,011
+6,642
+0.8% +$728K 16.39% 1
2023
Q4 		$85.4M Buy
811,369
+22,014
+3% +$2.16M 16.12% 1
2023
Q3 		$74.3M Buy
789,355
+47,598
+6% +$4.68M 15.5% 1
2023
Q2 		$72.6M Buy
741,757
+28,270
+4% +$2.61M 15.05% 1
2023
Q1 		$64.6M Buy
713,487
+105,583
+17% +$9.37M 14.26% 1
2022
Q4 		$51.6M Buy
607,904
+12,356
+2% +$1.05M 11.99% 1
2022
Q3 		$47.4M Sell
595,548
-61,601
-9% -$5.45M 11.89% 2
2022
Q2 		$55.1M Buy
657,149
+62,411
+10% +$5.69M 13.43% 1
2022
Q1 		$60M Sell
594,738
-12,856
-2% -$1.28M 15.47% 1
2021
Q4 		$65M Buy
607,594
+27,574
+5% +$2.88M 17.22% 1
2021
Q3 		$57.1M Buy
580,020
+10,509
+2% +$1.06M 16.52% 1
2021
Q2 		$57.1M Sell
569,511
-1,797
-0.3% -$173K 16.52% 1
2021
Q1 		$52.3M Buy
571,308
+19,256
+3% +$1.73M 16.54% 1
2020
Q4 		$47.6M Buy
+552,052
New +$44.7M 15.74% 1

Other funds holding ITOT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Johnson Bixby & Associates's ITOT Position: Q2 2026 in Review

Johnson Bixby & Associates increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.28% in Q2 2026, buying an estimated $259K and bringing the position to 588,632 shares worth $96.7M. The position accounts for 10.79% of the portfolio, ranked #2.

Johnson Bixby & Associates first reported a position in ITOT in Q4 2020 and has held it in 23 quarters since. The position peaked at $107M in Q4 2024. 1,711 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Johnson Bixby & Associates held 588,632 shares of iShares Core S&P Total US Stock Market ETF worth $96.7M as of Q2 2026.
  • Johnson Bixby & Associates bought 1,631 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $259K.
  • iShares Core S&P Total US Stock Market ETF made up 10.79% of Johnson Bixby & Associates's portfolio in Q2 2026, its #2 holding.
  • Johnson Bixby & Associates first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2020 and has held it in 23 quarters since.
  • Johnson Bixby & Associates's iShares Core S&P Total US Stock Market ETF position peaked at $107M in Q4 2024.
  • 1,711 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Johnson Bixby & Associates's 13F filing for Q2 2026, filed 16 Jul 2026.