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

Arkadios 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
2026 Q2	$15.4M	Buy	93,927 +1,913	+2%	+$304K	0.23%	92
2026 Q1	$13.1M	Sell	92,014 -4,018	-4%	-$597K	0.21%	99
2025 Q4	$14.3M	Sell	96,032 -5,295	-5%	-$781K	0.28%	70
2025 Q3	$14.8M	Buy	101,327 +71,558	+240%	+$10M	0.35%	45
2025 Q2	$4.02M	Buy	29,769 +4,923	+20%	+$614K	0.12%	197
2025 Q1	$3.03M	Buy	24,846 +13,907	+127%	+$1.79M	0.11%	205
2024 Q4	$1.41M	Buy	10,939 +2,243	+26%	+$290K	0.08%	254
2024 Q3	$1.09M	Buy	8,696 +3,261	+60%	+$395K	0.06%	302
2024 Q2	$646K	Buy	5,435 +3,592	+195%	+$412K	0.04%	396
2024 Q1	$212K	Buy	+1,843	New	+$202K	0.02%	640
2023 Q2	–	Sell	-2,512	Closed	-$227K	–	632
2023 Q1	$227K	Sell	2,512 -19	-0.8%	-$1.69K	0.03%	529
2022 Q4	$215K	Sell	2,531 -53	-2%	-$4.52K	0.03%	508
2022 Q3	$206K	Sell	2,584 -121	-4%	-$10.7K	0.03%	482
2022 Q2	$227K	Sell	2,705 -404	-13%	-$36.8K	0.03%	472
2022 Q1	$314K	Sell	3,109 -2,986	-49%	-$298K	0.04%	415
2021 Q4	$652K	Sell	6,095 -471	-7%	-$49.2K	0.09%	273
2021 Q3	$645K	Sell	6,566 -10,932	-62%	-$1.11M	0.09%	245
2021 Q2	$1.73M	Sell	17,498 -1,443	-8%	-$139K	0.21%	125
2021 Q1	$1.74M	Buy	18,941 +127	+0.7%	+$11.4K	0.29%	89
2020 Q4	$1.62M	Buy	+18,814	New	+$1.52M	0.34%	82
2020 Q2	–	Sell	-828	Closed	-$47.4K	–	1051
2020 Q1	$47.4K	Buy	828 +7	+0.9%	+$480	0.03%	351
2019 Q4	$62.4K	Buy	+821	New	+$57.1K	0.04%	289

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

Arkadios Wealth Advisors's ITOT Position: Q2 2026 in Review

Arkadios Wealth Advisors increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 2.1% in Q2 2026, buying an estimated $304K and bringing the position to 93,927 shares worth $15.4M. The position accounts for 0.23% of the portfolio, ranked #92.

Arkadios Wealth Advisors first reported a position in ITOT in Q4 2019 and has held it in 22 quarters since. 1,706 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Arkadios Wealth Advisors held 93,927 shares of iShares Core S&P Total US Stock Market ETF worth $15.4M as of Q2 2026.
Arkadios Wealth Advisors bought 1,913 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $304K.
iShares Core S&P Total US Stock Market ETF made up 0.23% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #92 holding.
Arkadios Wealth Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2019 and has held it in 22 quarters since.
1,706 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.