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

Juncture Wealth Strategies’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 		$272K Buy
1,658
+146
+10% +$23.2K 0.07% 158
2026
Q1 		$215K Hold
1,512
– – 0.07% 128
2025
Q4 		$225K Hold
1,512
– – 0.07% 123
2025
Q3 		$220K Hold
1,512
– – 0.07% 121
2025
Q2 		$204K Buy
+1,512
New +$189K 0.07% 118
2025
Q1 		– Sell
-1,602
Closed -$206K – 130
2024
Q4 		$206K Buy
+1,602
New +$207K 0.08% 124

Other funds holding ITOT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
AG
AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return

Juncture Wealth Strategies's ITOT Position: Q2 2026 in Review

Juncture Wealth Strategies increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 9.7% in Q2 2026, buying an estimated $23.2K and bringing the position to 1,658 shares worth $272K. The position accounts for 0.07% of the portfolio, ranked #158.

Juncture Wealth Strategies first reported a position in ITOT in Q4 2024 and has held it in 6 quarters since. 1,223 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Juncture Wealth Strategies held 1,658 shares of iShares Core S&P Total US Stock Market ETF worth $272K as of Q2 2026.
  • Juncture Wealth Strategies bought 146 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $23.2K.
  • iShares Core S&P Total US Stock Market ETF made up 0.07% of Juncture Wealth Strategies's portfolio in Q2 2026, its #158 holding.
  • Juncture Wealth Strategies first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2024 and has held it in 6 quarters since.
  • 1,223 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Juncture Wealth Strategies's 13F filing for Q2 2026, filed 9 Jul 2026.