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

Sax 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	$19.4M	Sell	136,077 -577	-0.4%	-$91.6K	0.79%	24
2026 Q1	$20.3M	Sell	136,654 -62	-0%	-$9.22K	0.98%	17
2025 Q4	$20.3M	Buy	136,716 +3,000	+2%	+$443K	0.96%	18
2025 Q3	$19.5M	Sell	133,716 -323	-0.2%	-$45.3K	1.05%	19
2025 Q2	$18.1M	Sell	134,039 -13,242	-9%	-$1.65M	1.09%	19
2025 Q1	$18M	Sell	147,281 -463	-0.3%	-$59.7K	1.29%	17
2024 Q4	$19M	Sell	147,744 -2,684	-2%	-$348K	1.49%	15
2024 Q3	$18.9M	Buy	150,428 +5,054	+3%	+$612K	1.69%	15
2024 Q2	$17.3M	Buy	145,374 +10,517	+8%	+$1.21M	1.65%	15
2024 Q1	$15.5M	Buy	134,857 +6,935	+5%	+$761K	1.82%	14
2023 Q4	$13.5M	Buy	127,922 +16,046	+14%	+$1.57M	2.2%	13
2023 Q3	$10.5M	Buy	111,876 +644	+0.6%	+$63.3K	2.08%	13
2023 Q2	$10.9M	Buy	111,232 +5,350	+5%	+$495K	2.17%	11
2023 Q1	$9.59M	Buy	105,882 +1,446	+1%	+$128K	2.08%	11
2022 Q4	$8.86M	Sell	104,436 -3,734	-3%	-$319K	2.04%	13
2022 Q3	$8.6M	Buy	108,170 +8,158	+8%	+$721K	2.21%	10
2022 Q2	$8.38M	Buy	100,012 +15,613	+18%	+$1.42M	2.13%	11
2022 Q1	$8.52M	Sell	84,399 -21,005	-20%	-$2.09M	2.06%	12
2021 Q4	$11.3M	Buy	105,404 +8,945	+9%	+$935K	2.35%	11
2021 Q3	$9.49M	Buy	96,459 +7,017	+8%	+$710K	2.25%	10
2021 Q2	$8.83M	Buy	89,442 +17,274	+24%	+$1.66M	3.03%	7
2021 Q1	$6.61M	Buy	72,168 +2,217	+3%	+$199K	2.42%	9
2020 Q4	$6.03M	Buy	+69,951	New	+$5.67M	2.77%	7

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

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

Sax Wealth Advisors reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.42% in Q2 2026, selling an estimated $91.6K and leaving 136,077 shares worth $19.4M. The position accounts for 0.79% of the portfolio, ranked #24.

Sax Wealth Advisors first reported a position in ITOT in Q4 2020 and has held it in 23 quarters since. The position peaked at $20.3M in Q4 2025. 1,706 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Sax Wealth Advisors held 136,077 shares of iShares Core S&P Total US Stock Market ETF worth $19.4M as of Q2 2026.
Sax Wealth Advisors sold 577 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $91.6K.
iShares Core S&P Total US Stock Market ETF made up 0.79% of Sax Wealth Advisors's portfolio in Q2 2026, its #24 holding.
Sax Wealth Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2020 and has held it in 23 quarters since.
Sax Wealth Advisors's iShares Core S&P Total US Stock Market ETF position peaked at $20.3M in Q4 2025.
1,706 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.