LWM
ITOT icon

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

LJI Wealth Management’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 		$194M Sell
1,183,884
-37,475
-3% -$5.95M 27.24% 1
2026
Q1 		$174M Buy
1,221,359
+12,638
+1% +$1.88M 27.79% 1
2025
Q4 		$180M Buy
1,208,721
+65,998
+6% +$9.74M 27.39% 1
2025
Q3 		$166M Sell
1,142,723
-43,264
-4% -$6.07M 29.06% 1
2025
Q2 		$160M Buy
1,185,987
+148,295
+14% +$18.5M 27.89% 1
2025
Q1 		$127M Buy
1,037,692
+53,298
+5% +$6.87M 25.21% 1
2024
Q4 		$127M Buy
984,394
+71,295
+8% +$9.23M 24.94% 1
2024
Q3 		$115M Buy
913,099
+17,885
+2% +$2.17M 23.44% 1
2024
Q2 		$106M Buy
895,214
+49,704
+6% +$5.7M 23.5% 1
2024
Q1 		$97.5M Buy
845,510
+16,550
+2% +$1.82M 25.22% 1
2023
Q4 		$87.2M Buy
828,960
+39,001
+5% +$3.82M 22.59% 1
2023
Q3 		$74.4M Sell
789,959
-1,182,894
-60% -$116M 21.41% 1
2023
Q2 		$73.3M Buy
1,972,853
+1,242,721
+170% +$115M 21.34% 1
2023
Q1 		$66.1M Buy
730,132
+47,108
+7% +$4.18M 20.89% 1
2022
Q4 		$57.9M Buy
+683,024
New +$58.3M 20.3% 1

Other funds holding ITOT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

LJI Wealth Management's ITOT Position: Q2 2026 in Review

LJI Wealth Management reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 3.1% in Q2 2026, selling an estimated $5.95M and leaving 1,183,884 shares worth $194M. The position accounts for 27.24% of the portfolio, ranked #1.

LJI Wealth Management first reported a position in ITOT in Q4 2022 and has held it in 15 quarters since. 1,706 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • LJI Wealth Management held 1,183,884 shares of iShares Core S&P Total US Stock Market ETF worth $194M as of Q2 2026.
  • LJI Wealth Management sold 37,475 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $5.95M.
  • iShares Core S&P Total US Stock Market ETF made up 27.24% of LJI Wealth Management's portfolio in Q2 2026, its #1 holding.
  • LJI Wealth Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2022 and has held it in 15 quarters since.
  • 1,706 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on LJI Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.