Jones Financial Companies
ITOT icon

Jones Financial Companies’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Jones Financial Companies’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 		$302M Buy
1,879,380
+888,977
+90% +$141M 0.12% 90
2026
Q1 		$138M Buy
990,403
+253,274
+34% +$37.7M 0.07% 157
2025
Q4 		$110M Buy
737,129
+97,760
+15% +$14.4M 0.07% 95
2025
Q3 		$92.6M Buy
639,369
+107,224
+20% +$15M 0.06% 97
2025
Q2 		$71.5M Buy
532,145
+145,612
+38% +$18.2M 0.05% 105
2025
Q1 		$46.9M Buy
386,533
+110,674
+40% +$14.3M 0.04% 115
2024
Q4 		$35.5M Buy
275,859
+71,190
+35% +$9.22M 0.03% 115
2024
Q3 		$25.6M Buy
204,669
+75,431
+58% +$9.13M 0.03% 117
2024
Q2 		$15.4M Buy
129,238
+44,632
+53% +$5.12M 0.02% 115
2024
Q1 		$9.76M Buy
84,606
+11,586
+16% +$1.27M 0.01% 117
2023
Q4 		$7.68M Buy
73,020
+1,262
+2% +$124K 0.01% 120
2023
Q3 		$6.76M Buy
71,758
+16,443
+30% +$1.62M 0.01% 117
2023
Q2 		$5.41M Buy
55,315
+3,636
+7% +$336K 0.01% 124
2023
Q1 		$4.68M Buy
51,679
+9,034
+21% +$802K 0.01% 126
2022
Q4 		$3.62M Buy
42,645
+34,004
+394% +$2.9M 0.01% 131
2022
Q3 		$687K Sell
8,641
-421
-5% -$37.2K ﹤0.01% 178
2022
Q2 		$759K Sell
9,062
-737
-8% -$67.1K ﹤0.01% 171
2022
Q1 		$989K Buy
9,799
+4,634
+90% +$462K ﹤0.01% 168
2021
Q4 		$553K Buy
5,165
+328
+7% +$34.3K ﹤0.01% 179
2021
Q3 		$476K Sell
4,837
-295
-6% -$29.8K ﹤0.01% 179
2021
Q2 		$507K Sell
5,132
-160
-3% -$15.4K ﹤0.01% 174
2021
Q1 		$485K Sell
5,292
-167
-3% -$15K ﹤0.01% 176
2020
Q4 		$471K Buy
5,459
+1,552
+40% +$126K ﹤0.01% 170
2020
Q3 		$295K Sell
3,907
-196
-5% -$14.6K ﹤0.01% 181
2020
Q2 		$285K Buy
4,103
+476
+13% +$31.1K ﹤0.01% 173
2020
Q1 		$208K Hold
3,627
– – ﹤0.01% 190
2019
Q4 		$264K Buy
+3,627
New +$252K ﹤0.01% 194

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

Jones Financial Companies's ITOT Position: Q2 2026 in Review

Jones Financial Companies increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 90% in Q2 2026, buying an estimated $141M and bringing the position to 1,879,380 shares worth $302M. The position accounts for 0.12% of the portfolio, ranked #90.

Jones Financial Companies first reported a position in ITOT in Q4 2019 and has held it in 27 quarters since. 1,706 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Jones Financial Companies held 1,879,380 shares of iShares Core S&P Total US Stock Market ETF worth $302M as of Q2 2026.
  • Jones Financial Companies bought 888,977 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $141M.
  • iShares Core S&P Total US Stock Market ETF made up 0.12% of Jones Financial Companies's portfolio in Q2 2026, its #90 holding.
  • Jones Financial Companies first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2019 and has held it in 27 quarters since.
  • 1,706 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.