ARS Investment Partners’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

ARS Investment Partners’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	$396K	Hold	2,409	–	–	0.02%	144
2026 Q1	$343K	Hold	2,409	–	–	0.02%	144
2025 Q4	$358K	Hold	2,409	–	–	0.02%	147
2025 Q3	$351K	Hold	2,409	–	–	0.02%	144
2025 Q2	$325K	Sell	2,409 -428	-15%	-$53.4K	0.02%	139
2025 Q1	$365K	Hold	2,837	–	–	0.03%	128
2024 Q4	$365K	Buy	+2,837	New	+$367K	0.03%	128
2024 Q3	–	Sell	-5,338	Closed	-$634K	–	176
2024 Q2	$634K	Buy	5,338 +69	+1%	+$7.92K	0.06%	94
2024 Q1	$608K	Hold	5,269	–	–	0.06%	93
2023 Q4	$554K	Hold	5,269	–	–	0.06%	98
2023 Q3	$496K	Sell	5,269 -2,300	-30%	-$226K	0.06%	97
2023 Q2	$741K	Sell	7,569 -3,550	-32%	-$328K	0.09%	90
2023 Q1	$1.01M	Buy	+11,119	New	+$987K	0.12%	84
2022 Q3	–	Sell	-6,891	Closed	-$577K	–	185
2022 Q2	$577K	Buy	+6,891	New	+$628K	0.08%	92

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

ARS Investment Partners's ITOT Position: Q2 2026 in Review

ARS Investment Partners held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q2 2026 at 2,409 shares worth $396K. The position accounts for 0.02% of the portfolio, ranked #144.

ARS Investment Partners first reported a position in ITOT in Q2 2022 and has held it in 14 quarters since. The position peaked at $1.01M in Q1 2023. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

ARS Investment Partners held 2,409 shares of iShares Core S&P Total US Stock Market ETF worth $396K as of Q2 2026.
ARS Investment Partners left its iShares Core S&P Total US Stock Market ETF share count unchanged in Q2 2026.
iShares Core S&P Total US Stock Market ETF made up 0.02% of ARS Investment Partners's portfolio in Q2 2026, its #144 holding.
ARS Investment Partners first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2022 and has held it in 14 quarters since.
ARS Investment Partners's iShares Core S&P Total US Stock Market ETF position peaked at $1.01M in Q1 2023.
1,710 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on ARS Investment Partners's 13F filing for Q2 2026, filed 9 Jul 2026.