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

Journey Strategic Wealth’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	$1.1M	Sell	7,706 -36	-0.5%	-$5.35K	0.03%	166
2025 Q4	$1.15M	Sell	7,742 -237	-3%	-$35K	0.03%	152
2025 Q3	$1.16M	Sell	7,979 -248	-3%	-$34.8K	0.03%	146
2025 Q2	$1.11M	Sell	8,227 -963	-10%	-$120K	0.04%	151
2025 Q1	$1.12M	Sell	9,190 -567	-6%	-$73.1K	0.04%	121
2024 Q4	$1.25M	Sell	9,757 -2,547	-21%	-$330K	0.05%	98
2024 Q3	$1.55M	Buy	+12,304	New	+$1.49M	0.06%	91

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

Journey Strategic Wealth's ITOT Position: Q1 2026 in Review

Journey Strategic Wealth reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.46% in Q1 2026, selling an estimated $5.35K and leaving 7,706 shares worth $1.1M. The position accounts for 0.03% of the portfolio, ranked #166.

Journey Strategic Wealth first reported a position in ITOT in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.55M in Q3 2024. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

Journey Strategic Wealth held 7,706 shares of iShares Core S&P Total US Stock Market ETF worth $1.1M as of Q1 2026.
Journey Strategic Wealth sold 36 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $5.35K.
iShares Core S&P Total US Stock Market ETF made up 0.03% of Journey Strategic Wealth's portfolio in Q1 2026, its #166 holding.
Journey Strategic Wealth first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2024 and has held it in 7 quarters since.
Journey Strategic Wealth's iShares Core S&P Total US Stock Market ETF position peaked at $1.55M in Q3 2024.
1,616 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.