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AJ Wealth Strategies’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

AJ Wealth Strategies’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
Q2 		$290K Hold
2,960
– – 0.01% 240
2023
Q1 		$268K Hold
2,960
– – 0.01% 241
2022
Q4 		$251K Buy
+2,960
New +$253K 0.01% 253

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CS
Cisco Systems San Jose, California $405M AUM 4.84% 1-Year Est. Return

AJ Wealth Strategies's ITOT Position: Q2 2023 in Review

AJ Wealth Strategies held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q2 2023 at 2,960 shares worth $290K. The position accounts for 0.01% of the portfolio, ranked #240.

AJ Wealth Strategies first reported a position in ITOT in Q4 2022 and has held it in 3 quarters since. 1,074 funds tracked by Wall St. Rank hold ITOT as of Q2 2023.

  • AJ Wealth Strategies held 2,960 shares of iShares Core S&P Total US Stock Market ETF worth $290K as of Q2 2023.
  • AJ Wealth Strategies left its iShares Core S&P Total US Stock Market ETF share count unchanged in Q2 2023.
  • iShares Core S&P Total US Stock Market ETF made up 0.01% of AJ Wealth Strategies's portfolio in Q2 2023, its #240 holding.
  • AJ Wealth Strategies first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2022 and has held it in 3 quarters since.
  • 1,074 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2023.

Based on AJ Wealth Strategies's 13F filing for Q2 2023, filed 20 Jul 2023.