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Williams Jones Wealth Management’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Williams Jones Wealth 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 		$374K Sell
2,275
-700
-24% -$111K ﹤0.01% 411
2026
Q1 		$424K Sell
2,975
-625
-17% -$92.9K 0.01% 378
2025
Q4 		$535K Hold
3,600
– – 0.01% 339
2025
Q3 		$524K Sell
3,600
-637
-15% -$89.3K 0.01% 343
2025
Q2 		$572K Buy
+4,237
New +$529K 0.01% 332

Other funds holding ITOT

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
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
AG
AlTi Global New York $4.84B AUM 25.68% 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
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
PWA
Provenance Wealth Advisors Fort Lauderdale, Florida $1.05B AUM 18.67% 1-Year Est. Return

Williams Jones Wealth Management's ITOT Position: Q2 2026 in Review

Williams Jones Wealth Management reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 24% in Q2 2026, selling an estimated $111K and leaving 2,275 shares worth $374K. The position accounts for ﹤0.01% of the portfolio, ranked #411.

Williams Jones Wealth Management first reported a position in ITOT in Q2 2025 and has held it in 5 quarters since. The position peaked at $572K in Q2 2025. 1,086 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Williams Jones Wealth Management held 2,275 shares of iShares Core S&P Total US Stock Market ETF worth $374K as of Q2 2026.
  • Williams Jones Wealth Management sold 700 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $111K.
  • iShares Core S&P Total US Stock Market ETF made up ﹤0.01% of Williams Jones Wealth Management's portfolio in Q2 2026, its #411 holding.
  • Williams Jones Wealth Management 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.
  • Williams Jones Wealth Management's iShares Core S&P Total US Stock Market ETF position peaked at $572K in Q2 2025.
  • 1,086 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Williams Jones Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.