JA
ITOT icon

JVL Associates’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

JVL Associates’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 		$57.7M Sell
351,336
-6,293
-2% -$999K 16.37% 1
2026
Q1 		$50.9M Sell
357,629
-102,632
-22% -$15.3M 17.08% 1
2025
Q4 		$68.4M Buy
460,261
+4,895
+1% +$722K 22.27% 1
2025
Q3 		$66.3M Buy
455,366
+12,600
+3% +$1.77M 21.95% 1
2025
Q2 		$59.8M Sell
442,766
-18,545
-4% -$2.31M 21.48% 1
2025
Q1 		$56.3M Buy
461,311
+2,873
+0.6% +$370K 22.72% 1
2024
Q4 		$59M Buy
458,438
+7,233
+2% +$937K 22.35% 1
2024
Q3 		$56.7M Sell
451,205
-5,851
-1% -$708K 21.85% 1
2024
Q2 		$54.3M Buy
457,056
+1,386
+0.3% +$159K 21.76% 1
2024
Q1 		$52.5M Sell
455,670
-1,668
-0.4% -$183K 21.65% 1
2023
Q4 		$48.1M Sell
457,338
-10,712
-2% -$1.05M 21.76% 1
2023
Q3 		$44.1M Sell
468,050
-19,123
-4% -$1.88M 22.68% 1
2023
Q2 		$47.7M Sell
487,173
-620
-0.1% -$57.3K 23.18% 1
2023
Q1 		$44.2M Sell
487,793
-9,497
-2% -$843K 23.32% 1
2022
Q4 		$42.2M Buy
497,290
+45,362
+10% +$3.87M 24.54% 1
2022
Q3 		$35.9M Buy
451,928
+63,189
+16% +$5.59M 21.75% 1
2022
Q2 		$32.6M Sell
388,739
-63,510
-14% -$5.79M 22.66% 1
2022
Q1 		$45.6M Buy
452,249
+117,990
+35% +$11.8M 28.35% 1
2021
Q4 		$35.8M Buy
334,259
+16,155
+5% +$1.69M 22.35% 1
2021
Q3 		$31.3M Buy
318,104
+7,680
+2% +$777K 21.56% 1
2021
Q2 		$30.7M Buy
310,424
+1,525
+0.5% +$147K 21.14% 1
2021
Q1 		$28.3M Buy
308,899
+8,222
+3% +$737K 20.98% 1
2020
Q4 		$25.9M Buy
300,677
+42,023
+16% +$3.4M 20.65% 1
2020
Q3 		$19.5M Buy
258,654
+20,251
+8% +$1.51M 18.42% 1
2020
Q2 		$16.6M Buy
238,403
+44,960
+23% +$2.94M 17.36% 1
2020
Q1 		$11.1M Sell
193,443
-129,376
-40% -$8.88M 13.37% 1
2019
Q4 		$23.5M Sell
322,819
-19,647
-6% -$1.37M 21.96% 1
2019
Q3 		$23M Buy
342,466
+8,747
+3% +$586K 18.79% 1
2019
Q2 		$22.2M Buy
333,719
+80,279
+32% +$5.26M 18.78% 1
2019
Q1 		$16.3M Buy
253,440
+99,814
+65% +$6.19M 15.12% 1
2018
Q4 		$8.72M Sell
153,626
-1,791
-1% -$110K 9.67% 2
2018
Q3 		$10.4M Buy
155,417
+9,262
+6% +$607K 9.77% 4
2018
Q2 		$9.14M Sell
146,155
-842
-0.6% -$52.3K 8.92% 4
2018
Q1 		$8.89M Buy
146,997
+715
+0.5% +$44.6K 8.9% 4
2017
Q4 		$8.94M Buy
+146,282
New +$8.72M 9.03% 4

Other funds holding ITOT

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
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
PWA
Provenance Wealth Advisors Fort Lauderdale, Florida $1.05B AUM 18.67% 1-Year Est. Return

JVL Associates's ITOT Position: Q2 2026 in Review

JVL Associates reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 1.8% in Q2 2026, selling an estimated $999K and leaving 351,336 shares worth $57.7M. The position accounts for 16.37% of the portfolio, ranked #1.

JVL Associates first reported a position in ITOT in Q4 2017 and has held it in 35 quarters since. The position peaked at $68.4M in Q4 2025. 1,086 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • JVL Associates held 351,336 shares of iShares Core S&P Total US Stock Market ETF worth $57.7M as of Q2 2026.
  • JVL Associates sold 6,293 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $999K.
  • iShares Core S&P Total US Stock Market ETF made up 16.37% of JVL Associates's portfolio in Q2 2026, its #1 holding.
  • JVL Associates first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2017 and has held it in 35 quarters since.
  • JVL Associates's iShares Core S&P Total US Stock Market ETF position peaked at $68.4M in Q4 2025.
  • 1,086 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on JVL Associates's 13F filing for Q2 2026, filed 6 Jul 2026.