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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.16M	Buy	7,042 +325	+5%	+$51.6K	0.09%	108
2026 Q1	$957K	Buy	+6,717	New	+$999K	0.09%	112
2025 Q3	–	Sell	-6,042	Closed	-$816K	–	212
2025 Q2	$816K	Sell	6,042 -4,989	-45%	-$623K	0.09%	122
2025 Q1	$1.35M	Sell	11,031 -1,090	-9%	-$140K	0.18%	94
2024 Q4	$1.56M	Buy	+12,121	New	+$1.57M	0.18%	94

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

IBEX Wealth Advisors's ITOT Position: Q2 2026 in Review

IBEX Wealth Advisors increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 4.8% in Q2 2026, buying an estimated $51.6K and bringing the position to 7,042 shares worth $1.16M. The position accounts for 0.09% of the portfolio, ranked #108.

IBEX Wealth Advisors first reported a position in ITOT in Q4 2024 and has held it in 5 quarters since. The position peaked at $1.56M in Q4 2024. 1,714 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

IBEX Wealth Advisors held 7,042 shares of iShares Core S&P Total US Stock Market ETF worth $1.16M as of Q2 2026.
IBEX Wealth Advisors bought 325 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $51.6K.
iShares Core S&P Total US Stock Market ETF made up 0.09% of IBEX Wealth Advisors's portfolio in Q2 2026, its #108 holding.
IBEX Wealth Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2024 and has held it in 5 quarters since.
IBEX Wealth Advisors's iShares Core S&P Total US Stock Market ETF position peaked at $1.56M in Q4 2024.
1,714 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on IBEX Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.