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

Arlington Financial 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
Q2 		– Sell
-5,085
Closed -$620K – 95
2025
Q1 		$620K Buy
+5,085
New +$655K 0.11% 69

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Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Arlington Financial Advisors's ITOT Position: Q2 2025 in Review

Arlington Financial Advisors sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q2 2025, closing a stake of 5,085 shares — an estimated $620K sold.

Arlington Financial Advisors first reported a position in ITOT in Q1 2025 and held it in 1 quarter. The position peaked at $620K in Q1 2025. 1,468 funds tracked by Wall St. Rank hold ITOT as of Q2 2025.

  • Arlington Financial Advisors reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q2 2025 after selling out during the quarter.
  • Arlington Financial Advisors sold 5,085 iShares Core S&P Total US Stock Market ETF shares in Q2 2025, an estimated $620K.
  • Arlington Financial Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2025 and held it in 1 quarter.
  • Arlington Financial Advisors's iShares Core S&P Total US Stock Market ETF position peaked at $620K in Q1 2025.
  • 1,468 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2025.

Based on Arlington Financial Advisors's 13F filing for Q2 2025, filed 28 Jul 2025.