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

Aveo Capital Partners’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
-3,039
Closed -$342K – 347
2024
Q1 		$342K Buy
3,039
+53
+2% +$5.81K 0.04% 272
2023
Q4 		$314K Buy
2,986
+208
+7% +$20.4K 0.04% 265
2023
Q3 		$262K Hold
2,778
– – 0.03% 283
2023
Q2 		$272K Sell
2,778
-1
-0% -$92 0.03% 285
2023
Q1 		$252K Hold
2,779
– – 0.03% 290
2022
Q4 		$236K Hold
2,779
– – 0.04% 286
2022
Q3 		$221K Buy
2,779
+1
+0% +$88 0.04% 249
2022
Q2 		$233K Sell
2,778
-169
-6% -$15.4K 0.04% 244
2022
Q1 		$297K Hold
2,947
– – 0.05% 218
2021
Q4 		$315K Buy
+2,947
New +$308K 0.06% 217
2021
Q3 		– Sell
-7,790
Closed -$769K – 268
2021
Q2 		$769K Buy
+7,790
New +$749K 0.17% 118
2020
Q2 		– Sell
-7,748
Closed -$443K – 100
2020
Q1 		$443K Sell
7,748
-1,141
-13% -$78.3K 0.22% 97
2019
Q4 		$646K Sell
8,889
-54
-0.6% -$3.76K 0.26% 89
2019
Q3 		$622K Sell
8,943
-634
-7% -$42.5K 0.26% 85
2019
Q2 		$656K Buy
9,577
+5
+0.1% +$328 0.29% 77
2019
Q1 		$616K Sell
9,572
-33,090
-78% -$2.05M 0.28% 75
2018
Q4 		$2.42M Sell
42,662
-146
-0.3% -$8.97K 1.21% 19
2018
Q3 		$2.69M Sell
42,808
-4,638
-10% -$304K 1.2% 13
2018
Q2 		$2.97M Sell
47,446
-55,349
-54% -$3.44M 1.31% 12
2018
Q1 		$6.21M Sell
102,795
-15,376
-13% -$960K 2.59% 6
2017
Q4 		$7.22M Buy
118,171
+71
+0.1% +$4.23K 2.4% 8
2017
Q3 		$6.81M Sell
118,100
-1,744
-1% -$98.4K 2.35% 8
2017
Q2 		$6.64M Sell
119,844
-1,081
-0.9% -$59.3K 2.34% 8
2017
Q1 		$6.53M Buy
120,925
+6,182
+5% +$330K 2.39% 8
2016
Q4 		$5.88M Buy
+114,743
New +$5.74M 1.68% 10

Other funds holding ITOT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Aveo Capital Partners's ITOT Position: Q2 2024 in Review

Aveo Capital Partners sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q2 2024, closing a stake of 3,039 shares — an estimated $342K sold.

Aveo Capital Partners first reported a position in ITOT in Q4 2016 and held it in 25 quarters. The position peaked at $7.22M in Q4 2017. 1,246 funds tracked by Wall St. Rank hold ITOT as of Q2 2024.

  • Aveo Capital Partners reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q2 2024 after selling out during the quarter.
  • Aveo Capital Partners sold 3,039 iShares Core S&P Total US Stock Market ETF shares in Q2 2024, an estimated $342K.
  • Aveo Capital Partners first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2016 and held it in 25 quarters.
  • Aveo Capital Partners's iShares Core S&P Total US Stock Market ETF position peaked at $7.22M in Q4 2017.
  • 1,246 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2024.

Based on Aveo Capital Partners's 13F filing for Q2 2024, filed 2 Aug 2024.