Ares Financial Consulting
ITOT icon

Ares Financial Consulting’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Ares Financial Consulting’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 		$1.93M Buy
11,603
+15
+0.1% +$2.5K 1.33% 19
2026
Q2 		$1.9M Buy
11,588
+32
+0.3% +$5.08K 1.37% 18
2026
Q1 		$1.66M Buy
11,556
+3,527
+44% +$524K 1.3% 18
2025
Q4 		$1.19M Buy
+8,029
New +$1.18M 1.14% 19

Other funds holding ITOT

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Focus Partners Advisor Solutions
Focus Partners Advisor Solutions Saint Louis, Missouri $12.4B AUM 18.32% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
AlTi Global
AlTi Global New York $4.86B AUM 17.35% 1-Year Est. Return
Auto-Owners Insurance
Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Ares Financial Consulting's ITOT Position: Q3 2026 in Review

Ares Financial Consulting increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.13% in Q3 2026, buying an estimated $2.5K and bringing the position to 11,603 shares worth $1.93M. The position accounts for 1.33% of the portfolio, ranked #19.

Ares Financial Consulting first reported a position in ITOT in Q4 2025 and has held it in 4 quarters since. 1,417 funds tracked by Wall St. Rank hold ITOT as of Q3 2026.

  • Ares Financial Consulting held 11,603 shares of iShares Core S&P Total US Stock Market ETF worth $1.93M as of Q3 2026.
  • Ares Financial Consulting bought 15 iShares Core S&P Total US Stock Market ETF shares in Q3 2026, an estimated $2.5K.
  • iShares Core S&P Total US Stock Market ETF made up 1.33% of Ares Financial Consulting's portfolio in Q3 2026, its #19 holding.
  • Ares Financial Consulting first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2025 and has held it in 4 quarters since.
  • 1,417 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2026.

Based on Ares Financial Consulting's 13F filing for Q3 2026, filed 19 Oct 2026.