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

IBEX Wealth Advisors’s Portfolio ITOT Stock Details ITOT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$816K Sell
6,042
-4,989
-45% -$674K 0.09% 122
2025
Q1 		$1.35M Sell
11,031
-1,090
-9% -$133K 0.18% 94
2024
Q4 		$1.56M Buy
+12,121
New +$1.56M 0.18% 94