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B. Riley Wealth Management’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

B. Riley Wealth 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
2022
Q2 		$229K Buy
2,731
+586
+27% +$53.4K 0.02% 518
2022
Q1 		$216K Sell
2,145
-122
-5% -$12.2K 0.02% 541
2021
Q4 		$242K Hold
2,267
– – 0.02% 528
2021
Q3 		$223K Buy
+2,267
New +$229K 0.02% 533

Other funds holding ITOT

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $59.1B AUM 18.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

B. Riley Wealth Management's ITOT Position: Q2 2022 in Review

B. Riley Wealth Management increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 27% in Q2 2022, buying an estimated $53.4K and bringing the position to 2,731 shares worth $229K. The position accounts for 0.02% of the portfolio, ranked #518.

B. Riley Wealth Management first reported a position in ITOT in Q3 2021 and has held it in 4 quarters since. The position peaked at $242K in Q4 2021. 994 funds tracked by Wall St. Rank hold ITOT as of Q2 2022.

  • B. Riley Wealth Management held 2,731 shares of iShares Core S&P Total US Stock Market ETF worth $229K as of Q2 2022.
  • B. Riley Wealth Management bought 586 iShares Core S&P Total US Stock Market ETF shares in Q2 2022, an estimated $53.4K.
  • iShares Core S&P Total US Stock Market ETF made up 0.02% of B. Riley Wealth Management's portfolio in Q2 2022, its #518 holding.
  • B. Riley Wealth Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2021 and has held it in 4 quarters since.
  • B. Riley Wealth Management's iShares Core S&P Total US Stock Market ETF position peaked at $242K in Q4 2021.
  • 994 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.