MAFA
ITOT icon

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

MJT & Associates Financial Advisory’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 		$33.5M Buy
201,764
+5,607
+3% +$933K 21.7% 1
2026
Q2 		$32.2M Sell
196,157
-5,912
-3% -$938K 21.31% 1
2026
Q1 		$28.8M Buy
202,069
+16,299
+9% +$2.42M 21.13% 1
2025
Q4 		$27.6M Buy
185,770
+18,478
+11% +$2.73M 20.62% 1
2025
Q3 		$24.4M Buy
167,292
+154,274
+1,185% +$21.6M 19.82% 1
2025
Q2 		$1.76M Buy
+13,018
New +$1.62M 2.18% 7

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
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
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return

MJT & Associates Financial Advisory's ITOT Position: Q3 2026 in Review

MJT & Associates Financial Advisory increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 2.9% in Q3 2026, buying an estimated $933K and bringing the position to 201,764 shares worth $33.5M. The position accounts for 21.7% of the portfolio, ranked #1.

MJT & Associates Financial Advisory first reported a position in ITOT in Q2 2025 and has held it in 6 quarters since. 101 funds tracked by Wall St. Rank hold ITOT as of Q3 2026.

  • MJT & Associates Financial Advisory held 201,764 shares of iShares Core S&P Total US Stock Market ETF worth $33.5M as of Q3 2026.
  • MJT & Associates Financial Advisory bought 5,607 iShares Core S&P Total US Stock Market ETF shares in Q3 2026, an estimated $933K.
  • iShares Core S&P Total US Stock Market ETF made up 21.7% of MJT & Associates Financial Advisory's portfolio in Q3 2026, its #1 holding.
  • MJT & Associates Financial Advisory first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2025 and has held it in 6 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 MJT & Associates Financial Advisory's 13F filing for Q3 2026, filed 7 Oct 2026.