Bell Investment Advisors’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Bell Investment Advisors’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	$5.09K	Hold	31	–	–	﹤0.01%	968
2026 Q1	$4.42K	Hold	31	–	–	﹤0.01%	1010
2025 Q4	$4.61K	Hold	31	–	–	﹤0.01%	1003
2025 Q3	$4.52K	Hold	31	–	–	﹤0.01%	982
2025 Q2	$4.19K	Hold	31	–	–	﹤0.01%	1068
2025 Q1	$3.78K	Hold	31	–	–	﹤0.01%	1040
2024 Q4	$3.99K	Hold	31	–	–	﹤0.01%	1030
2024 Q3	$3.9K	Hold	31	–	–	﹤0.01%	1063
2024 Q2	$3.68K	Hold	31	–	–	﹤0.01%	1075
2024 Q1	$3.58K	Hold	31	–	–	﹤0.01%	1080
2023 Q4	$3.26K	Hold	31	–	–	﹤0.01%	1109
2023 Q3	$2.92K	Hold	31	–	–	﹤0.01%	1097
2023 Q2	$3.03K	Hold	31	–	–	﹤0.01%	1083
2023 Q1	$2.81K	Hold	31	–	–	﹤0.01%	1079
2022 Q4	$2.63K	Hold	31	–	–	﹤0.01%	1144
2022 Q3	$2K	Hold	31	–	–	﹤0.01%	1132
2022 Q2	$3K	Buy	+31	New	+$2.82K	﹤0.01%	955
2021 Q4	$3K	Hold	31	–	–	﹤0.01%	984
2021 Q3	$3K	Buy	+31	New	+$3.13K	﹤0.01%	927

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

Bell Investment Advisors's ITOT Position: Q2 2026 in Review

Bell Investment Advisors held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q2 2026 at 31 shares worth $5.09K. The position accounts for ﹤0.01% of the portfolio, ranked #968.

Bell Investment Advisors first reported a position in ITOT in Q3 2021 and has held it in 19 quarters since. 1,706 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Bell Investment Advisors held 31 shares of iShares Core S&P Total US Stock Market ETF worth $5.09K as of Q2 2026.
Bell Investment Advisors left its iShares Core S&P Total US Stock Market ETF share count unchanged in Q2 2026.
iShares Core S&P Total US Stock Market ETF made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #968 holding.
Bell Investment Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2021 and has held it in 19 quarters since.
1,706 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.