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

WJ 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 Q1	$827K	Sell	5,807 -37	-0.6%	-$5.5K	0.39%	39
2025 Q4	$869K	Sell	5,844 -32	-0.5%	-$4.72K	0.38%	38
2025 Q3	$875K	Sell	5,876 -6,157	-51%	-$863K	0.38%	36
2025 Q2	$1.62M	Sell	12,033 -734	-6%	-$91.6K	0.51%	35
2025 Q1	$1.56M	Sell	12,767 -754	-6%	-$97.2K	0.55%	31
2024 Q4	$1.74M	Buy	13,521 +70	+0.5%	+$9.06K	0.6%	29
2024 Q3	$1.69M	Sell	13,451 -188	-1%	-$22.8K	0.59%	27
2024 Q2	$1.62M	Buy	13,639 +160	+1%	+$18.4K	0.59%	31
2024 Q1	$1.55M	Sell	13,479 -206	-2%	-$22.6K	0.62%	35
2023 Q4	$1.44M	Sell	13,685 -370	-3%	-$36.3K	0.63%	35
2023 Q3	$1.32M	Sell	14,055 -90	-0.6%	-$8.84K	0.64%	31
2023 Q2	$1.38M	Buy	14,145 +7,073	+100%	+$654K	0.65%	30
2023 Q1	$640K	Sell	7,072 -7,999	-53%	-$710K	0.43%	35
2022 Q4	$1.28M	Hold	15,071	–	–	0.74%	24
2022 Q3	$1.2M	Sell	15,071 -1,198	-7%	-$106K	0.75%	24
2022 Q2	$1.36M	Buy	16,269 +7,479	+85%	+$681K	0.97%	18
2022 Q1	$889K	Sell	8,790 -346	-4%	-$34.5K	0.59%	23
2021 Q4	$978K	Sell	9,136 -132	-1%	-$13.8K	0.58%	26
2021 Q3	$912K	Sell	9,268 -41	-0.4%	-$4.15K	0.61%	28
2021 Q2	$919K	Sell	9,309 -285	-3%	-$27.4K	2.85%	9
2021 Q1	$879K	Sell	9,594 -665	-6%	-$59.6K	2.73%	9
2020 Q4	$885K	Sell	10,259 -855	-8%	-$69.3K	2.75%	11
2020 Q3	$839K	Sell	11,114 -18,425	-62%	-$1.37M	2.72%	11
2020 Q2	$2.05M	Buy	29,539 +13,176	+81%	+$861K	1.44%	15
2020 Q1	$936K	Sell	16,363 -3,190	-16%	-$219K	3.37%	8
2019 Q4	$1.42M	Buy	+19,553	New	+$1.36M	3.58%	8

Other funds holding ITOT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

WJ Wealth Management's ITOT Position: Q1 2026 in Review

WJ Wealth Management reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.63% in Q1 2026, selling an estimated $5.5K and leaving 5,807 shares worth $827K. The position accounts for 0.39% of the portfolio, ranked #39.

WJ Wealth Management first reported a position in ITOT in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.05M in Q2 2020. 1,619 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

WJ Wealth Management held 5,807 shares of iShares Core S&P Total US Stock Market ETF worth $827K as of Q1 2026.
WJ Wealth Management sold 37 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $5.5K.
iShares Core S&P Total US Stock Market ETF made up 0.39% of WJ Wealth Management's portfolio in Q1 2026, its #39 holding.
WJ Wealth Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2019 and has held it in 26 quarters since.
WJ Wealth Management's iShares Core S&P Total US Stock Market ETF position peaked at $2.05M in Q2 2020.
1,619 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on WJ Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.