Armor Investment Advisors’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Armor Investment Advisors’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 Q2	–	Sell	-20	Closed	-$2.31K	–	162
2024 Q1	$2.31K	Buy	+20	New	+$2.19K	﹤0.01%	158
2023 Q2	–	Sell	-138	Closed	-$12.5K	–	171
2023 Q1	$12.5K	Sell	138 -100	-42%	-$8.88K	0.01%	155
2022 Q4	$20.2K	Hold	238	–	–	0.01%	150
2022 Q3	$19K	Hold	238	–	–	0.01%	145
2022 Q2	$20K	Hold	238	–	–	0.01%	145
2022 Q1	$24K	Sell	238 -100	-30%	-$9.97K	0.01%	149
2021 Q4	$36K	Hold	338	–	–	0.02%	135
2021 Q3	$33K	Hold	338	–	–	0.02%	140
2021 Q2	$33K	Hold	338	–	–	0.02%	140
2021 Q1	$31K	Sell	338 -301	-47%	-$27K	0.02%	137
2020 Q4	$55K	Hold	639	–	–	0.04%	126
2020 Q3	$48K	Hold	639	–	–	0.04%	110
2020 Q2	$44K	Hold	639	–	–	0.04%	113
2020 Q1	$37K	Hold	639	–	–	0.04%	109
2019 Q4	$46K	Hold	639	–	–	0.04%	126
2019 Q3	$43K	Hold	639	–	–	0.04%	120
2019 Q2	$43K	Sell	639 -200	-24%	-$13.1K	0.04%	121
2019 Q1	$54K	Hold	839	–	–	0.05%	118
2018 Q4	$48K	Sell	839 -200	-19%	-$12.3K	0.05%	105
2018 Q3	$69K	Hold	1,039	–	–	0.06%	113
2018 Q2	$65K	Hold	1,039	–	–	0.06%	117
2018 Q1	$63K	Buy	+1,039	New	+$64.9K	0.06%	117

Other funds holding ITOT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Armor Investment Advisors's ITOT Position: Q2 2024 in Review

Armor Investment Advisors sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q2 2024, closing a stake of 20 shares — an estimated $2.31K sold.

Armor Investment Advisors first reported a position in ITOT in Q1 2018 and held it in 22 quarters. The position peaked at $69K in Q3 2018. 1,241 funds tracked by Wall St. Rank hold ITOT as of Q2 2024.

Armor Investment Advisors reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q2 2024 after selling out during the quarter.
Armor Investment Advisors sold 20 iShares Core S&P Total US Stock Market ETF shares in Q2 2024, an estimated $2.31K.
Armor Investment Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2018 and held it in 22 quarters.
Armor Investment Advisors's iShares Core S&P Total US Stock Market ETF position peaked at $69K in Q3 2018.
1,241 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2024.

Based on Armor Investment Advisors's 13F filing for Q2 2024, filed 25 Jul 2024.