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

Ackerman Capital 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
2023 Q1	–	Sell	-42,833	Closed	-$3.63M	–	113
2022 Q4	$3.63M	Hold	42,833	–	–	0.98%	26
2022 Q3	$3.41M	Hold	42,833	–	–	0.97%	24
2022 Q2	$3.59M	Sell	42,833 -720	-2%	-$65.6K	0.97%	22
2022 Q1	$4.4M	Buy	43,553 +6,835	+19%	+$682K	1.03%	22
2021 Q4	$3.93M	Buy	36,718 +9,098	+33%	+$951K	0.9%	24
2021 Q3	$2.72M	Buy	+27,620	New	+$2.79M	0.62%	23
2020 Q1	–	Sell	-52,000	Closed	-$3.78M	–	136
2019 Q4	$3.78M	Hold	52,000	–	–	1.12%	16
2019 Q3	$3.49M	Hold	52,000	–	–	1.2%	18
2019 Q2	$3.46M	Hold	52,000	–	–	16.93%	2
2019 Q1	$3.35M	Sell	52,000 -4,261,760	-99%	-$264M	17.87%	2
2018 Q4	$76K	Buy	+4,313,760	New	+$265M	5.89%	2

Other funds holding ITOT

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cisco Systems San Jose, California $405M AUM 4.84% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return

Ackerman Capital Advisors's ITOT Position: Q1 2023 in Review

Ackerman Capital Advisors sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q1 2023, closing a stake of 42,833 shares — an estimated $3.63M sold.

Ackerman Capital Advisors first reported a position in ITOT in Q4 2018 and held it in 11 quarters. The position peaked at $4.4M in Q1 2022. 1,053 funds tracked by Wall St. Rank hold ITOT as of Q1 2023.

Ackerman Capital Advisors reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q1 2023 after selling out during the quarter.
Ackerman Capital Advisors sold 42,833 iShares Core S&P Total US Stock Market ETF shares in Q1 2023, an estimated $3.63M.
Ackerman Capital Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2018 and held it in 11 quarters.
Ackerman Capital Advisors's iShares Core S&P Total US Stock Market ETF position peaked at $4.4M in Q1 2022.
1,053 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2023.

Based on Ackerman Capital Advisors's 13F filing for Q1 2023, filed 11 May 2023.