Nabity-Jensen Investment Management’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Nabity-Jensen Investment 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	$914K	Hold	5,566	–	–	0.56%	33
2026 Q1	$793K	Sell	5,566 -184	-3%	-$27.4K	0.55%	35
2025 Q4	$855K	Sell	5,750 -342	-6%	-$50.5K	0.58%	35
2025 Q3	$887K	Hold	6,092	–	–	0.62%	34
2025 Q2	$823K	Hold	6,092	–	–	0.61%	33
2025 Q1	$743K	Sell	6,092 -45	-0.7%	-$5.8K	0.59%	36
2024 Q4	$789K	Sell	6,137 -86	-1%	-$11.1K	0.6%	32
2024 Q3	$782K	Sell	6,223 -204	-3%	-$24.7K	0.6%	31
2024 Q2	$763K	Sell	6,427 -286	-4%	-$32.8K	0.62%	33
2024 Q1	$774K	Hold	6,713	–	–	0.64%	31
2023 Q4	$706K	Buy	+6,713	New	+$658K	0.64%	34

Other funds holding ITOT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Nabity-Jensen Investment Management's ITOT Position: Q2 2026 in Review

Nabity-Jensen Investment Management held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q2 2026 at 5,566 shares worth $914K. The position accounts for 0.56% of the portfolio, ranked #33.

Nabity-Jensen Investment Management first reported a position in ITOT in Q4 2023 and has held it in 11 quarters since. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Nabity-Jensen Investment Management held 5,566 shares of iShares Core S&P Total US Stock Market ETF worth $914K as of Q2 2026.
Nabity-Jensen Investment Management left its iShares Core S&P Total US Stock Market ETF share count unchanged in Q2 2026.
iShares Core S&P Total US Stock Market ETF made up 0.56% of Nabity-Jensen Investment Management's portfolio in Q2 2026, its #33 holding.
Nabity-Jensen Investment Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2023 and has held it in 11 quarters since.
1,710 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Nabity-Jensen Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.