Arax Advisory Partners’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Arax Advisory Partners’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	$42.4M	Buy	258,065 +212,260	+463%	+$33.7M	0.28%	63
2026 Q1	$6.52M	Sell	45,805 -9,690	-17%	-$1.44M	0.18%	113
2025 Q4	$8.25M	Buy	+55,495	New	+$8.19M	0.24%	86
2025 Q3	–	Sell	-30,857	Closed	-$6.22M	–	3960
2025 Q2	$6.22M	Sell	30,857 -594	-2%	-$74.1K	0.29%	69
2025 Q1	$3.84M	Sell	31,451 -1,107	-3%	-$143K	0.25%	73
2024 Q4	$4.19M	Buy	32,558 +441	+1%	+$57.1K	0.26%	64
2024 Q3	$4.03M	Sell	32,117 -446	-1%	-$54K	0.36%	44
2024 Q2	$3.87M	Sell	32,563 -670	-2%	-$76.9K	0.38%	42
2024 Q1	$3.83M	Sell	33,233 -351	-1%	-$38.5K	0.4%	42
2023 Q4	$3.53M	Buy	33,584 +1,636	+5%	+$160K	0.39%	43
2023 Q3	$3.01M	Buy	31,948 +6,629	+26%	+$651K	0.37%	46
2023 Q2	$2.48M	Buy	25,319 +381	+2%	+$35.2K	0.32%	47
2023 Q1	$2.26M	Buy	24,938 +38	+0.2%	+$3.37K	0.3%	47
2022 Q4	$2.11M	Buy	24,900 +7,822	+46%	+$668K	0.29%	48
2022 Q3	$1.36M	Sell	17,078 -1,701	-9%	-$150K	0.21%	52
2022 Q2	$1.57M	Sell	18,779 -616	-3%	-$56.1K	0.24%	52
2022 Q1	$1.96M	Buy	19,395 +18,019	+1,310%	+$1.8M	0.26%	51
2021 Q4	$147K	Sell	1,376 -101	-7%	-$10.6K	0.02%	274
2021 Q3	$145K	Buy	1,477 +470	+47%	+$47.5K	0.02%	269
2021 Q2	$99K	Buy	+1,007	New	+$96.8K	0.01%	338
2020 Q4	$62K	Buy	720 +69	+11%	+$5.59K	0.01%	379
2020 Q3	$49K	Buy	651 +23	+4%	+$1.72K	0.01%	383
2020 Q2	$44K	Buy	628 +66	+12%	+$4.31K	0.01%	388
2020 Q1	$32K	Buy	562 +440	+361%	+$30.2K	0.01%	404
2019 Q4	$9K	Hold	122	–	–	﹤0.01%	472
2019 Q3	$8K	Buy	+122	New	+$8.17K	﹤0.01%	477

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

Arax Advisory Partners's ITOT Position: Q2 2026 in Review

Arax Advisory Partners increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 463% in Q2 2026, buying an estimated $33.7M and bringing the position to 258,065 shares worth $42.4M. The position accounts for 0.28% of the portfolio, ranked #63.

Arax Advisory Partners first reported a position in ITOT in Q3 2019 and has held it in 26 quarters since. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Arax Advisory Partners held 258,065 shares of iShares Core S&P Total US Stock Market ETF worth $42.4M as of Q2 2026.
Arax Advisory Partners bought 212,260 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $33.7M.
iShares Core S&P Total US Stock Market ETF made up 0.28% of Arax Advisory Partners's portfolio in Q2 2026, its #63 holding.
Arax Advisory Partners first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2019 and has held it in 26 quarters since.
1,710 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.