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

Johnson Financial Group LLC (Colorado)’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 		$356K Buy
2,170
+570
+36% +$90.5K 0.02% 189
2026
Q1 		$228K Hold
1,600
– – 0.02% 166
2025
Q4 		$238K Sell
1,600
-824
-34% -$122K 0.01% 106
2025
Q3 		$353K Buy
+2,424
New +$340K 0.03% 56

Other funds holding ITOT

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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 Financial Group LLC (Colorado)'s ITOT Position: Q2 2026 in Review

Johnson Financial Group LLC (Colorado) increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 36% in Q2 2026, buying an estimated $90.5K and bringing the position to 2,170 shares worth $356K. The position accounts for 0.02% of the portfolio, ranked #189.

Johnson Financial Group LLC (Colorado) first reported a position in ITOT in Q3 2025 and has held it in 4 quarters since. 1,714 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Johnson Financial Group LLC (Colorado) held 2,170 shares of iShares Core S&P Total US Stock Market ETF worth $356K as of Q2 2026.
  • Johnson Financial Group LLC (Colorado) bought 570 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $90.5K.
  • iShares Core S&P Total US Stock Market ETF made up 0.02% of Johnson Financial Group LLC (Colorado)'s portfolio in Q2 2026, its #189 holding.
  • Johnson Financial Group LLC (Colorado) first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2025 and has held it in 4 quarters since.
  • 1,714 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 LLC (Colorado)'s 13F filing for Q2 2026, filed 6 Aug 2026.