Advisor Resource Council’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Advisor Resource Council’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 Q3	$217K	Buy	+1,282	New	+$213K	0.07%	234
2025 Q2	–	Sell	-52,347	Closed	-$6.31M	–	375
2025 Q1	$6.31M	Buy	+52,347	New	+$6.75M	0.51%	47
2024 Q1	–	Sell	-3,047	Closed	-$321K	–	366
2023 Q4	$321K	Buy	+3,047	New	+$299K	0.04%	330
2022 Q3	–	Sell	-7,918	Closed	-$663K	–	314
2022 Q2	$663K	Buy	+7,918	New	+$721K	0.06%	250
2022 Q1	–	Sell	-12,870	Closed	-$1.38M	–	364
2021 Q4	$1.38M	Buy	+12,870	New	+$1.35M	0.11%	192
2021 Q3	–	Sell	-2,915	Closed	-$288K	–	336
2021 Q2	$288K	Buy	+2,915	New	+$280K	0.03%	397

Other funds holding ITOT

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Focus Partners Advisor Solutions Saint Louis, Missouri $12.4B AUM 18.32% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

AlTi Global New York $4.86B AUM 17.35% 1-Year Est. Return

Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Sentinel Trust Houston, Texas $1.19B AUM 19.38% 1-Year Est. Return

Advisor Resource Council's ITOT Position: Q3 2026 in Review

Advisor Resource Council opened a new position in iShares Core S&P Total US Stock Market ETF (ITOT) in Q3 2026: 1,282 shares worth $217K. The stake represents 0.07% of the portfolio and ranks #234 among its holdings. This is a return to the name: Advisor Resource Council previously reported a position in ITOT as recently as Q1 2025.

Advisor Resource Council first reported a position in ITOT in Q2 2021 and has held it in 6 quarters since. The position peaked at $6.31M in Q1 2025. 1,294 funds tracked by Wall St. Rank hold ITOT as of Q3 2026.

Advisor Resource Council held 1,282 shares of iShares Core S&P Total US Stock Market ETF worth $217K as of Q3 2026.
iShares Core S&P Total US Stock Market ETF was a new Advisor Resource Council position in Q3 2026.
iShares Core S&P Total US Stock Market ETF made up 0.07% of Advisor Resource Council's portfolio in Q3 2026, its #234 holding.
Advisor Resource Council first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2021 and has held it in 6 quarters since.
Advisor Resource Council's iShares Core S&P Total US Stock Market ETF position peaked at $6.31M in Q1 2025.
1,294 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2026.

Based on Advisor Resource Council's 13F filing for Q3 2026, filed 5 Nov 2026.