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

ARS 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
2021 Q2	$601K	Buy	6,087 +1	+0%	+$96	0.11%	77
2021 Q1	$557K	Sell	6,086 -422	-6%	-$37.9K	0.12%	66
2020 Q4	$561K	Buy	6,508 +1	+0%	+$81	0.12%	67
2020 Q3	$491K	Buy	6,507 +647	+11%	+$48.3K	0.13%	62
2020 Q2	$407K	Sell	5,860 -1,498	-20%	-$97.9K	0.13%	65
2020 Q1	$421K	Sell	7,358 -1,473	-17%	-$101K	0.18%	56
2019 Q4	$642K	Buy	8,831 +2	+0%	+$139	0.19%	52
2019 Q3	$592K	Buy	8,829 +177	+2%	+$11.9K	0.19%	54
2019 Q2	$576K	Buy	8,652 +375	+5%	+$24.6K	0.18%	57
2019 Q1	$533K	Buy	8,277 +152	+2%	+$9.43K	0.17%	64
2018 Q4	$461K	Buy	+8,125	New	+$499K	0.17%	68

Other funds holding ITOT

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 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

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

ARS Wealth Advisors's ITOT Position: Q2 2021 in Review

ARS Wealth Advisors increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.02% in Q2 2021, buying an estimated $96 and bringing the position to 6,087 shares worth $601K. The position accounts for 0.11% of the portfolio, ranked #77.

ARS Wealth Advisors first reported a position in ITOT in Q4 2018 and has held it in 11 quarters since. The position peaked at $642K in Q4 2019. 861 funds tracked by Wall St. Rank hold ITOT as of Q2 2021.

ARS Wealth Advisors held 6,087 shares of iShares Core S&P Total US Stock Market ETF worth $601K as of Q2 2021.
ARS Wealth Advisors bought 1 iShares Core S&P Total US Stock Market ETF share in Q2 2021, an estimated $96.
iShares Core S&P Total US Stock Market ETF made up 0.11% of ARS Wealth Advisors's portfolio in Q2 2021, its #77 holding.
ARS Wealth Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2018 and has held it in 11 quarters since.
ARS Wealth Advisors's iShares Core S&P Total US Stock Market ETF position peaked at $642K in Q4 2019.
861 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2021.

Based on ARS Wealth Advisors's 13F filing for Q2 2021, filed 15 Jul 2021.