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

Physician 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	$21M	Sell	127,829 -298	-0.2%	-$47.3K	2.51%	9
2026 Q1	$18.2M	Buy	128,127 +1,439	+1%	+$214K	2.54%	9
2025 Q4	$18.8M	Sell	126,688 -4,595	-4%	-$678K	2.62%	10
2025 Q3	$19.1M	Sell	131,283 -6,133	-4%	-$860K	2.72%	11
2025 Q2	$18.6M	Sell	137,416 -7,173	-5%	-$895K	2.91%	8
2025 Q1	$17.6M	Sell	144,589 -22	-0%	-$2.84K	3.04%	7
2024 Q4	$18.6M	Sell	144,611 -10,250	-7%	-$1.33M	3.14%	8
2024 Q3	$19.7M	Sell	154,861 -10,882	-7%	-$1.32M	3.55%	6
2024 Q2	$20.5M	Sell	165,743 -4,384	-3%	-$503K	3.79%	4
2024 Q1	$18.8M	Sell	170,127 -12,649	-7%	-$1.39M	3.95%	3
2023 Q4	$19.5M	Sell	182,776 -10,050	-5%	-$985K	4.35%	3
2023 Q3	$18.3M	Sell	192,826 -3,365	-2%	-$331K	4.71%	3
2023 Q2	$19.2M	Buy	196,191 +316	+0.2%	+$29.2K	4.77%	3
2023 Q1	$17.9M	Sell	195,875 -6,693	-3%	-$594K	4.7%	3
2022 Q4	$18.1M	Buy	202,568 +2,895	+1%	+$247K	4.87%	4
2022 Q3	$16.8M	Buy	199,673 +4,788	+2%	+$423K	5.15%	4
2022 Q2	$17.8M	Sell	194,885 -23,455	-11%	-$2.14M	5.15%	4
2022 Q1	$20.9M	Buy	218,340 +11,756	+6%	+$1.17M	5.54%	4
2021 Q4	$21.6M	Buy	206,584 +7,860	+4%	+$822K	5.67%	4
2021 Q3	$20.3M	Buy	198,724 +2,619	+1%	+$265K	5.58%	4
2021 Q2	$19.6M	Buy	196,105 +1,602	+0.8%	+$154K	5.61%	4
2021 Q1	$18.3M	Buy	194,503 +1,482	+0.8%	+$133K	5.94%	3
2020 Q4	$17.6M	Buy	193,021 +8,135	+4%	+$659K	5.99%	3
2020 Q3	$13.8M	Sell	184,886 -4,173	-2%	-$311K	5.55%	3
2020 Q2	$14.3M	Sell	189,059 -106	-0.1%	-$6.93K	5.76%	3
2020 Q1	$11.7M	Sell	189,165 -17,482	-8%	-$1.2M	5.85%	3
2019 Q4	$15.3M	Sell	206,647 -1,179	-0.6%	-$82K	6.8%	3
2019 Q3	$14.7M	Buy	+207,826	New	+$13.9M	7.2%	3

Other funds holding ITOT

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

PWA

Provenance Wealth Advisors Fort Lauderdale, Florida $1.05B AUM 18.67% 1-Year Est. Return

Cisco Systems San Jose, California $405M AUM 4.84% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return

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

Physician Wealth Advisors reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.23% in Q2 2026, selling an estimated $47.3K and leaving 127,829 shares worth $21M. The position accounts for 2.51% of the portfolio, ranked #9.

Physician Wealth Advisors first reported a position in ITOT in Q3 2019 and has held it in 28 quarters since. The position peaked at $21.6M in Q4 2021. 913 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Physician Wealth Advisors held 127,829 shares of iShares Core S&P Total US Stock Market ETF worth $21M as of Q2 2026.
Physician Wealth Advisors sold 298 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $47.3K.
iShares Core S&P Total US Stock Market ETF made up 2.51% of Physician Wealth Advisors's portfolio in Q2 2026, its #9 holding.
Physician Wealth Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2019 and has held it in 28 quarters since.
Physician Wealth Advisors's iShares Core S&P Total US Stock Market ETF position peaked at $21.6M in Q4 2021.
913 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.