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Johnson Financial Group Inc (Wisconsin)’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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 		$551K Hold
3,357
– – 0.02% 219
2026
Q1 		$478K Sell
3,357
-730
-18% -$109K 0.02% 232
2025
Q4 		$608K Sell
4,087
-1,575
-28% -$232K 0.02% 213
2025
Q3 		$825K Sell
5,662
-491
-8% -$68.9K 0.03% 194
2025
Q2 		$831K Sell
6,153
-740
-11% -$92.3K 0.04% 171
2025
Q1 		$841K Sell
6,893
-175
-2% -$22.6K 0.04% 170
2024
Q4 		$936K Sell
7,068
-1,193
-14% -$154K 0.04% 155
2024
Q3 		$1.04M Buy
8,261
+206
+3% +$24.9K 0.05% 153
2024
Q2 		$957K Sell
8,055
-1,778
-18% -$204K 0.05% 148
2024
Q1 		$1.13M Buy
9,833
+58
+0.6% +$6.36K 0.06% 106
2023
Q4 		$1.03M Buy
9,775
+6,588
+207% +$646K 0.06% 111
2023
Q3 		$302K Sell
3,187
-364
-10% -$35.8K 0.02% 213
2023
Q2 		$347K Buy
3,551
+2,908
+452% +$269K 0.02% 218
2023
Q1 		$58.2K Hold
643
– – ﹤0.01% 394
2022
Q4 		$54.5K Sell
643
-35
-5% -$2.99K ﹤0.01% 340
2022
Q3 		$56K Sell
678
-18
-3% -$1.59K 0.01% 343
2022
Q2 		$58K Buy
+696
New +$63.4K ﹤0.01% 376
2020
Q2 		– Sell
-750
Closed -$43K – 464
2020
Q1 		$43K Hold
750
– – 0.01% 294
2019
Q4 		$55K Buy
+750
New +$52.2K 0.01% 304

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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 Financial Group Inc (Wisconsin)'s ITOT Position: Q2 2026 in Review

Johnson Financial Group Inc (Wisconsin) held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q2 2026 at 3,357 shares worth $551K. The position accounts for 0.02% of the portfolio, ranked #219.

Johnson Financial Group Inc (Wisconsin) first reported a position in ITOT in Q4 2019 and has held it in 19 quarters since. The position peaked at $1.13M in Q1 2024. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Johnson Financial Group Inc (Wisconsin) held 3,357 shares of iShares Core S&P Total US Stock Market ETF worth $551K as of Q2 2026.
  • Johnson Financial Group Inc (Wisconsin) left its iShares Core S&P Total US Stock Market ETF share count unchanged in Q2 2026.
  • iShares Core S&P Total US Stock Market ETF made up 0.02% of Johnson Financial Group Inc (Wisconsin)'s portfolio in Q2 2026, its #219 holding.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2019 and has held it in 19 quarters since.
  • Johnson Financial Group Inc (Wisconsin)'s iShares Core S&P Total US Stock Market ETF position peaked at $1.13M in Q1 2024.
  • 1,710 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q2 2026, filed 10 Aug 2026.