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

Arete 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
2025
Q4 		– Sell
-5,052
Closed -$736K – 550
2025
Q3 		$736K Buy
5,052
+102
+2% +$14.3K 0.05% 346
2025
Q2 		$668K Sell
4,950
-367
-7% -$45.8K 0.05% 335
2025
Q1 		$649K Buy
5,317
+195
+4% +$25.1K 0.05% 324
2024
Q4 		$660K Buy
5,122
+338
+7% +$43.8K 0.05% 339
2024
Q3 		$599K Sell
4,784
-482
-9% -$58.4K 0.05% 325
2024
Q2 		$626K Buy
+5,266
New +$604K 0.05% 343
2024
Q1 		– Sell
-5,291
Closed -$557K – 542
2023
Q4 		$557K Buy
+5,291
New +$519K 0.04% 375
2023
Q1 		– Sell
-6,999
Closed -$594K – 690
2022
Q4 		$594K Buy
6,999
+1,253
+22% +$107K 0.05% 292
2022
Q3 		$457K Buy
+5,746
New +$508K 0.04% 314
2021
Q2 		– Sell
-2,805
Closed -$257K – 406
2021
Q1 		$257K Buy
2,805
+405
+17% +$36.3K 0.03% 343
2020
Q4 		$204K Buy
+2,400
New +$194K 0.03% 380
2020
Q2 		– Sell
-4,652
Closed -$266K – 388
2020
Q1 		$266K Sell
4,652
-843
-15% -$57.8K 0.05% 257
2019
Q4 		$399K Sell
5,495
-134
-2% -$9.32K 0.07% 260
2019
Q3 		$378K Buy
+5,629
New +$377K 0.07% 258

Other funds holding ITOT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Arete Wealth Advisors's ITOT Position: Q4 2025 in Review

Arete Wealth Advisors sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q4 2025, closing a stake of 5,052 shares — an estimated $736K sold.

Arete Wealth Advisors first reported a position in ITOT in Q3 2019 and held it in 14 quarters. The position peaked at $736K in Q3 2025. 1,646 funds tracked by Wall St. Rank hold ITOT as of Q4 2025.

  • Arete Wealth Advisors reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q4 2025 after selling out during the quarter.
  • Arete Wealth Advisors sold 5,052 iShares Core S&P Total US Stock Market ETF shares in Q4 2025, an estimated $736K.
  • Arete Wealth Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2019 and held it in 14 quarters.
  • Arete Wealth Advisors's iShares Core S&P Total US Stock Market ETF position peaked at $736K in Q3 2025.
  • 1,646 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q4 2025.

Based on Arete Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.