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

Baldwin Wealth 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 Q4	–	Sell	-197	Closed	-$24.7K	–	635
2024 Q3	$24.7K	Sell	197 -10	-5%	-$1.21K	﹤0.01%	665
2024 Q2	$24.6K	Buy	207 +168	+431%	+$19.3K	﹤0.01%	438
2024 Q1	$4.5K	Hold	39	–	–	﹤0.01%	603
2023 Q4	$4.1K	Hold	39	–	–	﹤0.01%	628
2023 Q3	$3.67K	Sell	39 -20	-34%	-$1.97K	﹤0.01%	651
2023 Q2	$5.77K	Hold	59	–	–	﹤0.01%	639
2023 Q1	$5.34K	Hold	59	–	–	﹤0.01%	669
2022 Q4	$5K	Hold	59	–	–	﹤0.01%	659
2022 Q3	$5K	Hold	59	–	–	﹤0.01%	563
2022 Q2	$5K	Hold	59	–	–	﹤0.01%	589
2022 Q1	$6K	Hold	59	–	–	﹤0.01%	574
2021 Q4	$6K	Hold	59	–	–	﹤0.01%	541
2021 Q3	$6K	Hold	59	–	–	﹤0.01%	559
2021 Q2	$6K	Hold	59	–	–	﹤0.01%	569
2021 Q1	$5K	Buy	+59	New	+$5.29K	﹤0.01%	559

Other funds holding ITOT

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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

Baldwin Wealth Partners's ITOT Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q4 2024, closing a stake of 197 shares — an estimated $24.7K sold.

Baldwin Wealth Partners first reported a position in ITOT in Q1 2021 and held it in 15 quarters. The position peaked at $24.7K in Q3 2024. 1,429 funds tracked by Wall St. Rank hold ITOT as of Q4 2024.

Baldwin Wealth Partners reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q4 2024 after selling out during the quarter.
Baldwin Wealth Partners sold 197 iShares Core S&P Total US Stock Market ETF shares in Q4 2024, an estimated $24.7K.
Baldwin Wealth Partners first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2021 and held it in 15 quarters.
Baldwin Wealth Partners's iShares Core S&P Total US Stock Market ETF position peaked at $24.7K in Q3 2024.
1,429 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.