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

Aurora Private Wealth’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 		– Sell
-2,430
Closed -$220K – 146
2023
Q1 		$220K Sell
2,430
-148
-6% -$13.1K 0.23% 128
2022
Q4 		$219K Buy
2,578
+25
+1% +$2.13K 0.25% 128
2022
Q3 		$203K Sell
2,553
-250
-9% -$22.1K 0.09% 163
2022
Q2 		$235K Buy
2,803
+9
+0.3% +$820 0.11% 145
2022
Q1 		$282K Sell
2,794
-407
-13% -$40.6K 0.12% 145
2021
Q4 		$342K Buy
3,201
+23
+0.7% +$2.4K 0.15% 121
2021
Q3 		$313K Hold
3,178
– – 0.13% 152
2021
Q2 		$314K Sell
3,178
-90
-3% -$8.65K 0.13% 147
2021
Q1 		$299K Hold
3,268
– – 0.12% 153
2020
Q4 		$282K Sell
3,268
-113
-3% -$9.15K 0.12% 161
2020
Q3 		$255K Buy
3,381
+15
+0.4% +$1.12K 0.11% 158
2020
Q2 		$234K Sell
3,366
-2,963
-47% -$194K 0.11% 141
2020
Q1 		$362K Buy
6,329
+3,049
+93% +$209K 0.13% 153
2019
Q4 		$238K Buy
+3,280
New +$228K 0.08% 171

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

Aurora Private Wealth's ITOT Position: Q2 2023 in Review

Aurora Private Wealth sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q2 2023, closing a stake of 2,430 shares — an estimated $220K sold.

Aurora Private Wealth first reported a position in ITOT in Q4 2019 and held it in 14 quarters. The position peaked at $362K in Q1 2020. 1,074 funds tracked by Wall St. Rank hold ITOT as of Q2 2023.

  • Aurora Private Wealth reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q2 2023 after selling out during the quarter.
  • Aurora Private Wealth sold 2,430 iShares Core S&P Total US Stock Market ETF shares in Q2 2023, an estimated $220K.
  • Aurora Private Wealth first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2019 and held it in 14 quarters.
  • Aurora Private Wealth's iShares Core S&P Total US Stock Market ETF position peaked at $362K in Q1 2020.
  • 1,074 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2023.

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