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

Antonetti Capital 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
2023 Q3	$77.1K	Hold	815	–	–	0.12%	78
2023 Q2	$79.7K	Sell	815 -57	-7%	-$5.27K	0.11%	75
2023 Q1	$79K	Hold	872	–	–	0.11%	77
2022 Q4	$73.9K	Buy	872 +337	+63%	+$28.8K	0.1%	79
2022 Q3	$43K	Sell	535 -565	-51%	-$50K	0.05%	108
2022 Q2	$92K	Hold	1,100	–	–	0.1%	73
2022 Q1	$111K	Hold	1,100	–	–	0.1%	75
2021 Q4	$118K	Sell	1,100 -100	-8%	-$10.5K	0.09%	110
2021 Q3	$118K	Buy	+1,200	New	+$121K	0.1%	107
2014 Q3	$83K	Hold	1,854	–	–	0.15%	38
2014 Q2	$83K	Hold	1,854	–	–	0.07%	76
2014 Q1	$79K	Sell	1,854 -58	-3%	-$2.44K	0.07%	90
2013 Q4	$81K	Buy	1,912 +50	+3%	+$2.03K	0.07%	95
2013 Q3	$72K	Hold	1,862	–	–	0.07%	126
2013 Q2	$68K	Buy	+1,862	New	+$68.4K	0.07%	137

Other funds holding ITOT

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

Antonetti Capital Management's ITOT Position: Q3 2023 in Review

Antonetti Capital Management held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q3 2023 at 815 shares worth $77.1K. The position accounts for 0.12% of the portfolio, ranked #78.

Antonetti Capital Management first reported a position in ITOT in Q2 2013 and has held it in 15 quarters since. The position peaked at $118K in Q4 2021. 1,075 funds tracked by Wall St. Rank hold ITOT as of Q3 2023.

Antonetti Capital Management held 815 shares of iShares Core S&P Total US Stock Market ETF worth $77.1K as of Q3 2023.
Antonetti Capital Management left its iShares Core S&P Total US Stock Market ETF share count unchanged in Q3 2023.
iShares Core S&P Total US Stock Market ETF made up 0.12% of Antonetti Capital Management's portfolio in Q3 2023, its #78 holding.
Antonetti Capital Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2013 and has held it in 15 quarters since.
Antonetti Capital Management's iShares Core S&P Total US Stock Market ETF position peaked at $118K in Q4 2021.
1,075 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2023.

Based on Antonetti Capital Management's 13F filing for Q3 2023, filed 9 Nov 2023.