SJBenen ADVISORY’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History
Bought
Maintained
Sold
Other funds holding ITOT
FPAS
AC
SJBenen ADVISORY's ITOT Position: Q2 2026 in Review
SJBenen ADVISORY increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 76% in Q2 2026, buying an estimated $7.38M and bringing the position to 107,979 shares worth $17.7M. The position accounts for 10.03% of the portfolio, ranked #2.
SJBenen ADVISORY first reported a position in ITOT in Q4 2025 and has held it in 3 quarters since. 1,657 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.
- SJBenen ADVISORY held 107,979 shares of iShares Core S&P Total US Stock Market ETF worth $17.7M as of Q2 2026.
- SJBenen ADVISORY bought 46,498 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $7.38M.
- iShares Core S&P Total US Stock Market ETF made up 10.03% of SJBenen ADVISORY's portfolio in Q2 2026, its #2 holding.
- SJBenen ADVISORY first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2025 and has held it in 3 quarters since.
- 1,657 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.
Based on SJBenen ADVISORY's 13F filing for Q2 2026, filed 11 Aug 2026.