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 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

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

Johnson Financial Group LLC (Colorado)'s ITOT Position: Q1 2026 in Review

Johnson Financial Group LLC (Colorado) held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q1 2026 at 1,600 shares worth $228K. The position accounts for 0.02% of the portfolio, ranked #166.

Johnson Financial Group LLC (Colorado) first reported a position in ITOT in Q3 2025 and has held it in 3 quarters since. The position peaked at $353K in Q3 2025. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

Johnson Financial Group LLC (Colorado) held 1,600 shares of iShares Core S&P Total US Stock Market ETF worth $228K as of Q1 2026.
Johnson Financial Group LLC (Colorado) left its iShares Core S&P Total US Stock Market ETF share count unchanged in Q1 2026.
iShares Core S&P Total US Stock Market ETF made up 0.02% of Johnson Financial Group LLC (Colorado)'s portfolio in Q1 2026, its #166 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 3 quarters since.
Johnson Financial Group LLC (Colorado)'s iShares Core S&P Total US Stock Market ETF position peaked at $353K in Q3 2025.
1,616 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on Johnson Financial Group LLC (Colorado)'s 13F filing for Q1 2026, filed 14 May 2026.