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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 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
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

ARQ Wealth Advisors's ITOT Position: Q1 2026 in Review

ARQ Wealth Advisors sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q1 2026, closing a stake of 1,367 shares — an estimated $203K sold.

ARQ Wealth Advisors first reported a position in ITOT in Q3 2025 and held it in 2 quarters. The position peaked at $215K in Q3 2025. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

  • ARQ Wealth Advisors reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q1 2026 after selling out during the quarter.
  • ARQ Wealth Advisors sold 1,367 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $203K.
  • ARQ Wealth Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2025 and held it in 2 quarters.
  • ARQ Wealth Advisors's iShares Core S&P Total US Stock Market ETF position peaked at $215K in Q3 2025.
  • 1,616 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on ARQ Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.