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

ARS Wealth Advisors Group’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	$687K	Buy	4,181 +1	+0%	+$159	0.05%	120
2026 Q1	$595K	Hold	4,180	–	–	0.05%	118
2025 Q4	$622K	Sell	4,180 -311	-7%	-$45.9K	0.06%	102
2025 Q3	$654K	Buy	4,491 +67	+2%	+$9.4K	0.06%	96
2025 Q2	$597K	Sell	4,424 -40	-0.9%	-$4.99K	0.07%	98
2025 Q1	$545K	Sell	4,464 -417	-9%	-$53.7K	0.08%	88
2024 Q4	$628K	Sell	4,881 -149	-3%	-$19.3K	0.09%	85
2024 Q3	$632K	Sell	5,030 -796	-14%	-$96.4K	0.08%	93
2024 Q2	$692K	Buy	5,826 +979	+20%	+$112K	0.09%	81
2024 Q1	$559K	Sell	4,847 -168	-3%	-$18.4K	0.08%	91
2023 Q4	$528K	Sell	5,015 -132	-3%	-$12.9K	0.08%	91
2023 Q3	$485K	Buy	5,147 +1,337	+35%	+$131K	0.08%	92
2023 Q2	$373K	Sell	3,810 -642	-14%	-$59.4K	0.06%	101
2023 Q1	$403K	Sell	4,452 -874	-16%	-$77.6K	0.07%	86
2022 Q4	$452K	Sell	5,326 -993	-16%	-$84.8K	0.07%	92
2022 Q3	$503K	Sell	6,319 -73	-1%	-$6.45K	0.08%	95
2022 Q2	$536K	Buy	6,392 +1	+0%	+$91	0.07%	102
2022 Q1	$645K	Sell	6,391 -204	-3%	-$20.3K	0.11%	69
2021 Q4	$705K	Buy	6,595 +527	+9%	+$55.1K	0.12%	70
2021 Q3	$597K	Buy	+6,068	New	+$614K	0.11%	75

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

ARS Wealth Advisors Group increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.02% in Q2 2026, buying an estimated $159 and bringing the position to 4,181 shares worth $687K. The position accounts for 0.05% of the portfolio, ranked #120.

ARS Wealth Advisors Group first reported a position in ITOT in Q3 2021 and has held it in 20 quarters since. The position peaked at $705K in Q4 2021. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

ARS Wealth Advisors Group held 4,181 shares of iShares Core S&P Total US Stock Market ETF worth $687K as of Q2 2026.
ARS Wealth Advisors Group bought 1 iShares Core S&P Total US Stock Market ETF share in Q2 2026, an estimated $159.
iShares Core S&P Total US Stock Market ETF made up 0.05% of ARS Wealth Advisors Group's portfolio in Q2 2026, its #120 holding.
ARS Wealth Advisors Group first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2021 and has held it in 20 quarters since.
ARS Wealth Advisors Group's iShares Core S&P Total US Stock Market ETF position peaked at $705K in Q4 2021.
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 Wealth Advisors Group's 13F filing for Q2 2026, filed 16 Jul 2026.