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Adams Chetwood Wealth Management’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Adams Chetwood Wealth 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
Q1 		$671K Buy
+6,652
New +$663K 0.38% 45

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Adams Chetwood Wealth Management's ITOT Position: Q1 2022 in Review

Adams Chetwood Wealth Management opened a new position in iShares Core S&P Total US Stock Market ETF (ITOT) in Q1 2022: 6,652 shares worth $671K. The stake represents 0.38% of the portfolio and ranks #45 among its holdings.

1,002 funds tracked by Wall St. Rank hold ITOT as of Q1 2022.

  • Adams Chetwood Wealth Management held 6,652 shares of iShares Core S&P Total US Stock Market ETF worth $671K as of Q1 2022.
  • iShares Core S&P Total US Stock Market ETF was a new Adams Chetwood Wealth Management position in Q1 2022.
  • iShares Core S&P Total US Stock Market ETF made up 0.38% of Adams Chetwood Wealth Management's portfolio in Q1 2022, its #45 holding.
  • 1,002 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2022.

Based on Adams Chetwood Wealth Management's 13F filing for Q1 2022, filed 13 Apr 2022.