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

JSF Financial’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	$4.37M	Sell	26,617 -24	-0.1%	-$3.81K	0.69%	20
2026 Q1	$3.79M	Sell	26,641 -938	-3%	-$139K	0.74%	22
2025 Q4	$4.1M	Sell	27,579 -1,789	-6%	-$264K	0.85%	21
2025 Q3	$4.28M	Sell	29,368 -2,938	-9%	-$412K	0.95%	19
2025 Q2	$4.36M	Sell	32,306 -1,642	-5%	-$205K	1.04%	20
2025 Q1	$4.14M	Sell	33,948 -8,786	-21%	-$1.13M	1.09%	21
2024 Q4	$5.5M	Sell	42,734 -3,302	-7%	-$428K	1.47%	15
2024 Q3	$5.78M	Sell	46,036 -1,674	-4%	-$203K	1.69%	12
2024 Q2	$5.67M	Sell	47,710 -3,595	-7%	-$413K	1.74%	13
2024 Q1	$5.92M	Sell	51,305 -4,451	-8%	-$488K	1.85%	12
2023 Q4	$5.87M	Sell	55,756 -1,395	-2%	-$137K	2.03%	11
2023 Q3	$5.38M	Sell	57,151 -5,711	-9%	-$561K	2.09%	10
2023 Q2	$6.15M	Sell	62,862 -2,982	-5%	-$276K	2.18%	12
2023 Q1	$5.96M	Sell	65,844 -24,690	-27%	-$2.19M	2.23%	12
2022 Q4	$7.68M	Buy	90,534 +2,505	+3%	+$214K	2.87%	11
2022 Q3	$7M	Buy	88,029 +71,867	+445%	+$6.35M	2.66%	11
2022 Q2	$1.35M	Buy	16,162 +1,408	+10%	+$128K	0.61%	31
2022 Q1	$1.49M	Buy	14,754 +909	+7%	+$90.6K	0.63%	29
2021 Q4	$1.48M	Sell	13,845 -82	-0.6%	-$8.57K	0.72%	21
2021 Q3	$1.37M	Sell	13,927 -66	-0.5%	-$6.67K	0.68%	19
2021 Q2	$1.38M	Sell	13,993 -1,827	-12%	-$176K	0.81%	20
2021 Q1	$1.45M	Sell	15,820 -435	-3%	-$39K	0.91%	20
2020 Q4	$1.4M	Sell	16,255 -757	-4%	-$61.3K	0.98%	16
2020 Q3	$1.28M	Sell	17,012 -2,651	-13%	-$198K	1.01%	15
2020 Q2	$1.36M	Buy	19,663 +284	+1%	+$18.6K	1.18%	9
2020 Q1	$1.11M	Sell	19,379 -4,050	-17%	-$278K	1.13%	15
2019 Q4	$1.7M	Sell	23,429 -2,073	-8%	-$144K	1.68%	8
2019 Q3	$1.71M	Sell	25,502 -5,781	-18%	-$387K	1.86%	9
2019 Q2	$2.08M	Buy	31,283 +3,004	+11%	+$197K	2.26%	8
2019 Q1	$1.82M	Sell	28,279 -4,034	-12%	-$250K	2.01%	9
2018 Q4	$1.83M	Buy	+32,313	New	+$1.99M	1.88%	13

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

JSF Financial's ITOT Position: Q2 2026 in Review

JSF Financial reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.09% in Q2 2026, selling an estimated $3.81K and leaving 26,617 shares worth $4.37M. The position accounts for 0.69% of the portfolio, ranked #20.

JSF Financial first reported a position in ITOT in Q4 2018 and has held it in 31 quarters since. The position peaked at $7.68M in Q4 2022. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

JSF Financial held 26,617 shares of iShares Core S&P Total US Stock Market ETF worth $4.37M as of Q2 2026.
JSF Financial sold 24 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $3.81K.
iShares Core S&P Total US Stock Market ETF made up 0.69% of JSF Financial's portfolio in Q2 2026, its #20 holding.
JSF Financial first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2018 and has held it in 31 quarters since.
JSF Financial's iShares Core S&P Total US Stock Market ETF position peaked at $7.68M in Q4 2022.
1,710 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on JSF Financial's 13F filing for Q2 2026, filed 28 Jul 2026.