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

Advocacy Wealth Management Services’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 Q1	–	Sell	-564,044	Closed	-$59.4M	–	56
2023 Q4	$59.4M	Buy	+564,044	New	+$55.3M	5.63%	6
2022 Q1	–	Sell	-139	Closed	-$15K	–	205
2021 Q4	$15K	Buy	+139	New	+$14.5K	﹤0.01%	112

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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

Advocacy Wealth Management Services's ITOT Position: Q1 2024 in Review

Advocacy Wealth Management Services sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q1 2024, closing a stake of 564,044 shares — an estimated $59.4M sold.

Advocacy Wealth Management Services first reported a position in ITOT in Q4 2021 and held it in 2 quarters. The position peaked at $59.4M in Q4 2023. 1,224 funds tracked by Wall St. Rank hold ITOT as of Q1 2024.

Advocacy Wealth Management Services reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q1 2024 after selling out during the quarter.
Advocacy Wealth Management Services sold 564,044 iShares Core S&P Total US Stock Market ETF shares in Q1 2024, an estimated $59.4M.
Advocacy Wealth Management Services first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2021 and held it in 2 quarters.
Advocacy Wealth Management Services's iShares Core S&P Total US Stock Market ETF position peaked at $59.4M in Q4 2023.
1,224 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2024.

Based on Advocacy Wealth Management Services's 13F filing for Q1 2024, filed 15 Apr 2024.