Benjamin Edwards Inc’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Benjamin Edwards Inc’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	$707K	Buy	4,303 +565	+15%	+$89.7K	0.01%	937
2026 Q1	$532K	Sell	3,738 -72	-2%	-$10.7K	0.01%	976
2025 Q4	$567K	Sell	3,810 -117	-3%	-$17.3K	0.01%	916
2025 Q3	$572K	Buy	3,927 +341	+10%	+$47.8K	0.01%	893
2025 Q2	$484K	Buy	3,586 +1,244	+53%	+$155K	0.01%	855
2025 Q1	$286K	Buy	2,342 +503	+27%	+$64.8K	﹤0.01%	948
2024 Q4	$237K	Buy	1,839 +11	+0.6%	+$1.42K	﹤0.01%	1040
2024 Q3	$230K	Buy	+1,828	New	+$221K	﹤0.01%	1030
2023 Q3	–	Sell	-114	Closed	-$11K	–	661
2023 Q2	$11K	Hold	114	–	–	﹤0.01%	567
2023 Q1	$10K	Buy	114 +1	+0.9%	+$89	﹤0.01%	581
2022 Q4	$10K	Hold	113	–	–	﹤0.01%	579
2022 Q3	$9K	Buy	113 +1	+0.9%	+$88	﹤0.01%	568
2022 Q2	$9K	Buy	+112	New	+$10.2K	﹤0.01%	587

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

Benjamin Edwards Inc's ITOT Position: Q2 2026 in Review

Benjamin Edwards Inc increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 15% in Q2 2026, buying an estimated $89.7K and bringing the position to 4,303 shares worth $707K. The position accounts for 0.01% of the portfolio, ranked #937.

Benjamin Edwards Inc first reported a position in ITOT in Q2 2022 and has held it in 13 quarters since. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Benjamin Edwards Inc held 4,303 shares of iShares Core S&P Total US Stock Market ETF worth $707K as of Q2 2026.
Benjamin Edwards Inc bought 565 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $89.7K.
iShares Core S&P Total US Stock Market ETF made up 0.01% of Benjamin Edwards Inc's portfolio in Q2 2026, its #937 holding.
Benjamin Edwards Inc first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2022 and has held it in 13 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 Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.