BWA
ITOT icon

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

Beam Wealth Advisors’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
2021
Q1 		– Sell
-2,792
Closed -$241K – 140
2020
Q4 		$241K Sell
2,792
-1,382
-33% -$112K 0.23% 105
2020
Q3 		$315K Hold
4,174
– – 0.29% 94
2020
Q2 		$297K Buy
+4,174
New +$273K 0.3% 96

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
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 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
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Beam Wealth Advisors's ITOT Position: Q1 2021 in Review

Beam Wealth Advisors sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q1 2021, closing a stake of 2,792 shares — an estimated $241K sold.

Beam Wealth Advisors first reported a position in ITOT in Q2 2020 and held it in 3 quarters. The position peaked at $315K in Q3 2020. 820 funds tracked by Wall St. Rank hold ITOT as of Q1 2021.

  • Beam Wealth Advisors reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q1 2021 after selling out during the quarter.
  • Beam Wealth Advisors sold 2,792 iShares Core S&P Total US Stock Market ETF shares in Q1 2021, an estimated $241K.
  • Beam Wealth Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2020 and held it in 3 quarters.
  • Beam Wealth Advisors's iShares Core S&P Total US Stock Market ETF position peaked at $315K in Q3 2020.
  • 820 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2021.

Based on Beam Wealth Advisors's 13F filing for Q1 2021, filed 17 May 2021.