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

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

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. 1,718 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.
1,718 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.