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ITOT icon

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

MJP 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
Q1 		$361K Buy
2,537
+294
+13% +$43.7K 0.04% 143
2025
Q4 		$333K Sell
2,243
-502
-18% -$74.1K 0.04% 180
2025
Q3 		$400K Buy
2,745
+520
+23% +$72.9K 0.05% 155
2025
Q2 		$300K Buy
2,225
+35
+2% +$4.37K 0.04% 178
2025
Q1 		$267K Buy
2,190
+2
+0.1% +$258 0.05% 174
2024
Q4 		$281K Buy
2,188
+421
+24% +$54.5K 0.05% 175
2024
Q3 		$222K Buy
1,767
+2
+0.1% +$242 0.04% 195
2024
Q2 		$210K Buy
1,765
+1
+0.1% +$115 0.04% 219
2024
Q1 		$203K Buy
+1,764
New +$193K 0.04% 219

Other funds holding ITOT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

MJP Associates's ITOT Position: Q1 2026 in Review

MJP Associates increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 13% in Q1 2026, buying an estimated $43.7K and bringing the position to 2,537 shares worth $361K. The position accounts for 0.04% of the portfolio, ranked #143.

MJP Associates first reported a position in ITOT in Q1 2024 and has held it in 9 quarters since. The position peaked at $400K in Q3 2025. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

  • MJP Associates held 2,537 shares of iShares Core S&P Total US Stock Market ETF worth $361K as of Q1 2026.
  • MJP Associates bought 294 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $43.7K.
  • iShares Core S&P Total US Stock Market ETF made up 0.04% of MJP Associates's portfolio in Q1 2026, its #143 holding.
  • MJP Associates first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2024 and has held it in 9 quarters since.
  • MJP Associates's iShares Core S&P Total US Stock Market ETF position peaked at $400K in Q3 2025.
  • 1,616 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on MJP Associates's 13F filing for Q1 2026, filed 5 May 2026.