Arcadia Wealth Management (New York)’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Arcadia Wealth Management (New York)’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 Q1	$286K	Sell	2,008 -32	-2%	-$4.76K	0.15%	44
2025 Q4	$303K	Hold	2,040	–	–	0.17%	41
2025 Q3	$297K	Hold	2,040	–	–	0.18%	42
2025 Q2	$275K	Hold	2,040	–	–	0.19%	42
2025 Q1	$249K	Hold	2,040	–	–	0.19%	42
2024 Q4	$262K	Buy	+2,040	New	+$264K	0.22%	40

Other funds holding ITOT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Arcadia Wealth Management (New York)'s ITOT Position: Q1 2026 in Review

Arcadia Wealth Management (New York) reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 1.6% in Q1 2026, selling an estimated $4.76K and leaving 2,008 shares worth $286K. The position accounts for 0.15% of the portfolio, ranked #44.

Arcadia Wealth Management (New York) first reported a position in ITOT in Q4 2024 and has held it in 6 quarters since. The position peaked at $303K in Q4 2025. 1,621 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

Arcadia Wealth Management (New York) held 2,008 shares of iShares Core S&P Total US Stock Market ETF worth $286K as of Q1 2026.
Arcadia Wealth Management (New York) sold 32 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $4.76K.
iShares Core S&P Total US Stock Market ETF made up 0.15% of Arcadia Wealth Management (New York)'s portfolio in Q1 2026, its #44 holding.
Arcadia Wealth Management (New York) first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2024 and has held it in 6 quarters since.
Arcadia Wealth Management (New York)'s iShares Core S&P Total US Stock Market ETF position peaked at $303K in Q4 2025.
1,621 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on Arcadia Wealth Management (New York)'s 13F filing for Q1 2026, filed 14 May 2026.