Advisor Partners II’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History
Bought
Maintained
Sold
Other funds holding ITOT
BTI
SWM
Advisor Partners II's ITOT Position: Q3 2023 in Review
Advisor Partners II reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 1.1% in Q3 2023, selling an estimated $2.56K and leaving 2,366 shares worth $223K. The position accounts for 0.01% of the portfolio, ranked #1118.
Advisor Partners II first reported a position in ITOT in Q3 2022 and has held it in 5 quarters since. The position peaked at $278K in Q3 2022. 1,072 funds tracked by Wall St. Rank hold ITOT as of Q3 2023.
- Advisor Partners II held 2,366 shares of iShares Core S&P Total US Stock Market ETF worth $223K as of Q3 2023.
- Advisor Partners II sold 26 iShares Core S&P Total US Stock Market ETF shares in Q3 2023, an estimated $2.56K.
- iShares Core S&P Total US Stock Market ETF made up 0.01% of Advisor Partners II's portfolio in Q3 2023, its #1118 holding.
- Advisor Partners II first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2022 and has held it in 5 quarters since.
- Advisor Partners II's iShares Core S&P Total US Stock Market ETF position peaked at $278K in Q3 2022.
- 1,072 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2023.
Based on Advisor Partners II's 13F filing for Q3 2023, filed 26 Oct 2023.