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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
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

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
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
PWA
Provenance Wealth Advisors Fort Lauderdale, Florida $1.05B AUM 18.67% 1-Year Est. Return
CS
Cisco Systems San Jose, California $405M AUM 4.84% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

MJT & Associates Financial Advisory's ITOT Position: Q2 2026 in Review

MJT & Associates Financial Advisory reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 2.9% in Q2 2026, selling an estimated $938K and leaving 196,157 shares worth $32.2M. The position accounts for 21.31% of the portfolio, ranked #1.

MJT & Associates Financial Advisory first reported a position in ITOT in Q2 2025 and has held it in 5 quarters since. 643 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • MJT & Associates Financial Advisory held 196,157 shares of iShares Core S&P Total US Stock Market ETF worth $32.2M as of Q2 2026.
  • MJT & Associates Financial Advisory sold 5,912 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $938K.
  • iShares Core S&P Total US Stock Market ETF made up 21.31% of MJT & Associates Financial Advisory's portfolio in Q2 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 5 quarters since.
  • 643 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q2 2026, filed 6 Jul 2026.