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

ARQ 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	$224K	Buy	+1,367	New	+$217K	0.03%	200
2026 Q1	–	Sell	-1,367	Closed	-$203K	–	196
2025 Q4	$203K	Sell	1,367 -111	-8%	-$16.4K	0.05%	134
2025 Q3	$215K	Buy	+1,478	New	+$207K	0.06%	131

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

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

ARQ Wealth Advisors opened a new position in iShares Core S&P Total US Stock Market ETF (ITOT) in Q2 2026: 1,367 shares worth $224K. The stake represents 0.03% of the portfolio and ranks #200 among its holdings. This is a return to the name: ARQ Wealth Advisors previously reported a position in ITOT as recently as Q4 2025.

ARQ Wealth Advisors first reported a position in ITOT in Q3 2025 and has held it in 3 quarters since. 1,714 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

ARQ Wealth Advisors held 1,367 shares of iShares Core S&P Total US Stock Market ETF worth $224K as of Q2 2026.
iShares Core S&P Total US Stock Market ETF was a new ARQ Wealth Advisors position in Q2 2026.
iShares Core S&P Total US Stock Market ETF made up 0.03% of ARQ Wealth Advisors's portfolio in Q2 2026, its #200 holding.
ARQ Wealth Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2025 and has held it in 3 quarters since.
1,714 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on ARQ Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.