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

Ross\Johnson & 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 		$6.98K Hold
49
– – 0.13% 39
2025
Q4 		$7.29K Hold
49
– – 0.14% 39
2025
Q3 		$7.14K Hold
49
– – 0.13% 38
2025
Q2 		$6.62K Hold
49
– – 0.14% 37
2025
Q1 		$5.98K Hold
49
– – 0.1% 76
2024
Q4 		$6.3K Buy
+49
New +$6.34K 0.15% 38

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

Ross\Johnson & Associates's ITOT Position: Q1 2026 in Review

Ross\Johnson & Associates held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q1 2026 at 49 shares worth $6.98K. The position accounts for 0.13% of the portfolio, ranked #39.

Ross\Johnson & Associates first reported a position in ITOT in Q4 2024 and has held it in 6 quarters since. The position peaked at $7.29K in Q4 2025. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

  • Ross\Johnson & Associates held 49 shares of iShares Core S&P Total US Stock Market ETF worth $6.98K as of Q1 2026.
  • Ross\Johnson & Associates left its iShares Core S&P Total US Stock Market ETF share count unchanged in Q1 2026.
  • iShares Core S&P Total US Stock Market ETF made up 0.13% of Ross\Johnson & Associates's portfolio in Q1 2026, its #39 holding.
  • Ross\Johnson & Associates first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2024 and has held it in 6 quarters since.
  • Ross\Johnson & Associates's iShares Core S&P Total US Stock Market ETF position peaked at $7.29K in Q4 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 Ross\Johnson & Associates's 13F filing for Q1 2026, filed 8 May 2026.