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Absolute Capital Management’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Absolute Capital Management’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
2022
Q4 		– Sell
-483
Closed -$38.6K – 287
2022
Q3 		$38.6K Sell
483
-2,825
-85% -$250K 0.05% 100
2022
Q2 		$277K Buy
+3,308
New +$301K 0.44% 39

Other funds holding ITOT

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Absolute Capital Management's ITOT Position: Q4 2022 in Review

Absolute Capital Management sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q4 2022, closing a stake of 483 shares — an estimated $38.6K sold.

Absolute Capital Management first reported a position in ITOT in Q2 2022 and held it in 2 quarters. The position peaked at $277K in Q2 2022. 1,064 funds tracked by Wall St. Rank hold ITOT as of Q4 2022.

  • Absolute Capital Management reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q4 2022 after selling out during the quarter.
  • Absolute Capital Management sold 483 iShares Core S&P Total US Stock Market ETF shares in Q4 2022, an estimated $38.6K.
  • Absolute Capital Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2022 and held it in 2 quarters.
  • Absolute Capital Management's iShares Core S&P Total US Stock Market ETF position peaked at $277K in Q2 2022.
  • 1,064 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q4 2022.

Based on Absolute Capital Management's 13F filing for Q4 2022, filed 1 Feb 2023.