JWS
ITOT icon

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
Q3 		$276K Hold
1,658
– – 0.07% 165
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

SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
FF
Friday Financial Dubuque, Iowa $506M AUM 14.2% 1-Year Est. Return
JA
JVL Associates Wyoming, Michigan $347M AUM 17.32% 1-Year Est. Return
FD
Financial Designs Claremont, California $194M AUM 10.52% 1-Year Est. Return
MAFA
MJT & Associates Financial Advisory Monteviceo, Minnesota $155M AUM 15.7% 1-Year Est. Return
AWA
Aletheian Wealth Advisors Bellevue, Washington $249M AUM
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
HPBT
Hickory Point Bank & Trust Decatur, Illinois $166M AUM 19.36% 1-Year Est. Return
KWM
Kaydan Wealth Management Fenton, Michigan $291M AUM 15.62% 1-Year Est. Return
KPWG
KFA Private Wealth Group Tysons, Virginia $425M AUM 14.36% 1-Year Est. Return

Juncture Wealth Strategies's ITOT Position: Q3 2026 in Review

Juncture Wealth Strategies held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q3 2026 at 1,658 shares worth $276K. The position accounts for 0.07% of the portfolio, ranked #165.

Juncture Wealth Strategies first reported a position in ITOT in Q4 2024 and has held it in 7 quarters since. 101 funds tracked by Wall St. Rank hold ITOT as of Q3 2026.

  • Juncture Wealth Strategies held 1,658 shares of iShares Core S&P Total US Stock Market ETF worth $276K as of Q3 2026.
  • Juncture Wealth Strategies left its iShares Core S&P Total US Stock Market ETF share count unchanged in Q3 2026.
  • iShares Core S&P Total US Stock Market ETF made up 0.07% of Juncture Wealth Strategies's portfolio in Q3 2026, its #165 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 7 quarters since.
  • 101 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2026.

Based on Juncture Wealth Strategies's 13F filing for Q3 2026, filed 6 Oct 2026.