Axiom Advisory’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Axiom Advisory’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 Q3	$1.39M	Buy	+11,427	New	+$1.38M	0.01%	140

Other funds holding ITOT

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

Axiom Advisory's ITOT Position: Q3 2024 in Review

Axiom Advisory opened a new position in iShares Core S&P Total US Stock Market ETF (ITOT) in Q3 2024: 11,427 shares worth $1.39M. The stake represents 0.01% of the portfolio and ranks #140 among its holdings.

1,279 funds tracked by Wall St. Rank hold ITOT as of Q3 2024.

Axiom Advisory held 11,427 shares of iShares Core S&P Total US Stock Market ETF worth $1.39M as of Q3 2024.
iShares Core S&P Total US Stock Market ETF was a new Axiom Advisory position in Q3 2024.
iShares Core S&P Total US Stock Market ETF made up 0.01% of Axiom Advisory's portfolio in Q3 2024, its #140 holding.
1,279 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2024.

Based on Axiom Advisory's 13F filing for Q3 2024, filed 7 Oct 2024.