Johnson Wealth Management’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Johnson Wealth Management’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	$205K	Buy	+1,247	New	+$198K	0.09%	58
2026 Q1	–	Sell	-2,279	Closed	-$339K	–	51
2025 Q4	$339K	Hold	2,279	–	–	0.17%	43
2025 Q3	$332K	Buy	+2,279	New	+$320K	0.18%	43

Other funds holding ITOT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 Wealth Management's ITOT Position: Q2 2026 in Review

Johnson Wealth Management opened a new position in iShares Core S&P Total US Stock Market ETF (ITOT) in Q2 2026: 1,247 shares worth $205K. The stake represents 0.09% of the portfolio and ranks #58 among its holdings. This is a return to the name: Johnson Wealth Management previously reported a position in ITOT as recently as Q4 2025.

Johnson Wealth Management first reported a position in ITOT in Q3 2025 and has held it in 3 quarters since. The position peaked at $339K in Q4 2025. 1,711 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Johnson Wealth Management held 1,247 shares of iShares Core S&P Total US Stock Market ETF worth $205K as of Q2 2026.
iShares Core S&P Total US Stock Market ETF was a new Johnson Wealth Management position in Q2 2026.
iShares Core S&P Total US Stock Market ETF made up 0.09% of Johnson Wealth Management's portfolio in Q2 2026, its #58 holding.
Johnson Wealth Management 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 Wealth Management's iShares Core S&P Total US Stock Market ETF position peaked at $339K in Q4 2025.
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 Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.