Sharkey, Howes & Javer’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Sharkey, Howes & Javer’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	$681K	Hold	4,148	–	–	0.08%	98
2026 Q1	$591K	Sell	4,148 -506	-11%	-$75.2K	0.08%	104
2025 Q4	$692K	Sell	4,654 -360	-7%	-$53.1K	0.09%	99
2025 Q3	$730K	Hold	5,014	–	–	0.09%	97
2025 Q2	$677K	Buy	5,014 +2,531	+102%	+$316K	0.09%	102
2025 Q1	$303K	Hold	2,483	–	–	0.04%	125
2024 Q4	$319K	Sell	2,483 -19	-0.8%	-$2.46K	0.04%	127
2024 Q3	$314K	Buy	+2,502	New	+$303K	0.04%	122
2023 Q2	–	Sell	-8,755	Closed	-$793K	–	97
2023 Q1	$793K	Sell	8,755 -115,456	-93%	-$10.3M	0.17%	62
2022 Q4	$10.5M	Buy	124,211 +117,867	+1,858%	+$10.1M	2.42%	9
2022 Q3	$505K	Buy	+6,344	New	+$561K	0.11%	74
2020 Q2	–	Sell	-24,557	Closed	-$1.41M	–	69
2020 Q1	$1.41M	Sell	24,557 -23,247	-49%	-$1.6M	0.73%	26
2019 Q4	$3.48M	Buy	+47,804	New	+$3.33M	1.47%	19

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

Sharkey, Howes & Javer's ITOT Position: Q2 2026 in Review

Sharkey, Howes & Javer held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q2 2026 at 4,148 shares worth $681K. The position accounts for 0.08% of the portfolio, ranked #98.

Sharkey, Howes & Javer first reported a position in ITOT in Q4 2019 and has held it in 13 quarters since. The position peaked at $10.5M in Q4 2022. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Sharkey, Howes & Javer held 4,148 shares of iShares Core S&P Total US Stock Market ETF worth $681K as of Q2 2026.
Sharkey, Howes & Javer 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 0.08% of Sharkey, Howes & Javer's portfolio in Q2 2026, its #98 holding.
Sharkey, Howes & Javer first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2019 and has held it in 13 quarters since.
Sharkey, Howes & Javer's iShares Core S&P Total US Stock Market ETF position peaked at $10.5M in Q4 2022.
1,710 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Sharkey, Howes & Javer's 13F filing for Q2 2026, filed 9 Jul 2026.