Arista Wealth Management’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Arista Wealth Management’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 Q2	$788K	Sell	4,796 -948	-17%	-$150K	0.09%	128
2026 Q1	$818K	Hold	5,744	–	–	0.1%	114
2025 Q4	$854K	Hold	5,744	–	–	0.11%	99
2025 Q3	$837K	Hold	5,744	–	–	0.1%	107
2025 Q2	$776K	Buy	+5,744	New	+$717K	0.11%	109

Other funds holding ITOT

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Arista Wealth Management's ITOT Position: Q2 2026 in Review

Arista Wealth Management reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 17% in Q2 2026, selling an estimated $150K and leaving 4,796 shares worth $788K. The position accounts for 0.09% of the portfolio, ranked #128.

Arista Wealth Management first reported a position in ITOT in Q2 2025 and has held it in 5 quarters since. The position peaked at $854K in Q4 2025. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Arista Wealth Management held 4,796 shares of iShares Core S&P Total US Stock Market ETF worth $788K as of Q2 2026.
Arista Wealth Management sold 948 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $150K.
iShares Core S&P Total US Stock Market ETF made up 0.09% of Arista Wealth Management's portfolio in Q2 2026, its #128 holding.
Arista Wealth Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2025 and has held it in 5 quarters since.
Arista Wealth Management's iShares Core S&P Total US Stock Market ETF position peaked at $854K in Q4 2025.
1,710 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Arista Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.