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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
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

IBEX Wealth Advisors's ITOT Position: Q1 2026 in Review

IBEX Wealth Advisors opened a new position in iShares Core S&P Total US Stock Market ETF (ITOT) in Q1 2026: 6,717 shares worth $957K. The stake represents 0.09% of the portfolio and ranks #112 among its holdings. This is a return to the name: IBEX Wealth Advisors previously reported a position in ITOT as recently as Q2 2025.

IBEX Wealth Advisors first reported a position in ITOT in Q4 2024 and has held it in 4 quarters since. The position peaked at $1.56M in Q4 2024. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

  • IBEX Wealth Advisors held 6,717 shares of iShares Core S&P Total US Stock Market ETF worth $957K as of Q1 2026.
  • iShares Core S&P Total US Stock Market ETF was a new IBEX Wealth Advisors position in Q1 2026.
  • iShares Core S&P Total US Stock Market ETF made up 0.09% of IBEX Wealth Advisors's portfolio in Q1 2026, its #112 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 4 quarters since.
  • IBEX Wealth Advisors's iShares Core S&P Total US Stock Market ETF position peaked at $1.56M in Q4 2024.
  • 1,616 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on IBEX Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.