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
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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Advisor Resource Council's ITOT Position: Q2 2025 in Review

Advisor Resource Council sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q2 2025, closing a stake of 52,347 shares — an estimated $6.31M sold.

Advisor Resource Council first reported a position in ITOT in Q2 2021 and held it in 5 quarters. The position peaked at $6.31M in Q1 2025. 1,468 funds tracked by Wall St. Rank hold ITOT as of Q2 2025.

Advisor Resource Council reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q2 2025 after selling out during the quarter.
Advisor Resource Council sold 52,347 iShares Core S&P Total US Stock Market ETF shares in Q2 2025, an estimated $6.31M.
Advisor Resource Council first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2021 and held it in 5 quarters.
Advisor Resource Council's iShares Core S&P Total US Stock Market ETF position peaked at $6.31M in Q1 2025.
1,468 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2025.

Based on Advisor Resource Council's 13F filing for Q2 2025, filed 11 Aug 2025.