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

Libra Wealth’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 		$6.68M Sell
40,657
-412
-1% -$65.4K 1.71% 13
2026
Q1 		$5.85M Sell
41,069
-485
-1% -$72.1K 1.65% 12
2025
Q4 		$6.18M Sell
41,554
-34
-0.1% -$5.02K 1.73% 13
2025
Q3 		$6.06M Buy
41,588
+96
+0.2% +$13.5K 1.82% 14
2025
Q2 		$5.6M Buy
41,492
+589
+1% +$73.5K 1.83% 14
2025
Q1 		$4.99M Buy
40,903
+8,555
+26% +$1.1M 1.87% 14
2024
Q4 		$4.16M Sell
32,348
-2,816
-8% -$365K 1.62% 16
2024
Q3 		$4.42M Sell
35,164
-600
-2% -$72.6K 1.76% 14
2024
Q2 		$4.25M Sell
35,764
-167
-0.5% -$19.2K 1.84% 15
2024
Q1 		$4.14M Sell
35,931
-2,794
-7% -$306K 1.82% 14
2023
Q4 		$4.08M Sell
38,725
-807
-2% -$79.1K 2.02% 12
2023
Q3 		$3.72M Hold
39,532
– – 2.06% 12
2023
Q2 		$3.87M Sell
39,532
-367
-0.9% -$33.9K 2.11% 10
2023
Q1 		$3.61M Sell
39,899
-130
-0.3% -$11.5K 2.09% 11
2022
Q4 		$3.39M Sell
40,029
-136
-0.3% -$11.6K 0.09% 16
2022
Q3 		$3.19M Hold
40,165
– – 2.06% 12
2022
Q2 		$3.37M Sell
40,165
-4,931
-11% -$449K 2.41% 11
2022
Q1 		$3.99M Buy
45,096
+2,643
+6% +$264K 2.29% 8
2021
Q4 		$3.26M Buy
+42,453
New +$4.44M 2.11% 9

Other funds holding ITOT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
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

Libra Wealth's ITOT Position: Q2 2026 in Review

Libra Wealth reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 1% in Q2 2026, selling an estimated $65.4K and leaving 40,657 shares worth $6.68M. The position accounts for 1.71% of the portfolio, ranked #13.

Libra Wealth first reported a position in ITOT in Q4 2021 and has held it in 19 quarters since. 1,706 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Libra Wealth held 40,657 shares of iShares Core S&P Total US Stock Market ETF worth $6.68M as of Q2 2026.
  • Libra Wealth sold 412 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $65.4K.
  • iShares Core S&P Total US Stock Market ETF made up 1.71% of Libra Wealth's portfolio in Q2 2026, its #13 holding.
  • Libra Wealth first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 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 Libra Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.