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Ables Iannone Moore & Associates’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Ables Iannone Moore & Associates’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
2024
Q2 		– Sell
-65
Closed -$7.5K – 59
2024
Q1 		$7.5K Hold
65
– – 0.01% 70
2023
Q4 		$6.84K Buy
+65
New +$6.37K 0.01% 199

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
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Ables Iannone Moore & Associates's ITOT Position: Q2 2024 in Review

Ables Iannone Moore & Associates sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q2 2024, closing a stake of 65 shares — an estimated $7.5K sold.

Ables Iannone Moore & Associates first reported a position in ITOT in Q4 2023 and held it in 2 quarters. The position peaked at $7.5K in Q1 2024. 1,241 funds tracked by Wall St. Rank hold ITOT as of Q2 2024.

  • Ables Iannone Moore & Associates reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q2 2024 after selling out during the quarter.
  • Ables Iannone Moore & Associates sold 65 iShares Core S&P Total US Stock Market ETF shares in Q2 2024, an estimated $7.5K.
  • Ables Iannone Moore & Associates first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2023 and held it in 2 quarters.
  • Ables Iannone Moore & Associates's iShares Core S&P Total US Stock Market ETF position peaked at $7.5K in Q1 2024.
  • 1,241 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2024.

Based on Ables Iannone Moore & Associates's 13F filing for Q2 2024, filed 11 Jul 2024.