Benedetti & Gucer’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Benedetti & Gucer’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 Q1	$341K	Sell	2,956 -46	-2%	-$5.04K	0.17%	99
2023 Q4	$316K	Sell	3,002 -26	-0.9%	-$2.55K	0.17%	103
2023 Q3	$285K	Sell	3,028 -340	-10%	-$33.4K	0.16%	109
2023 Q2	$330K	Buy	3,368 +26	+0.8%	+$2.4K	0.17%	106
2023 Q1	$303K	Sell	3,342 -253	-7%	-$22.5K	0.17%	108
2022 Q4	$305K	Sell	3,595 -90	-2%	-$7.68K	0.22%	71
2022 Q3	$293K	Hold	3,685	–	–	0.23%	64
2022 Q2	$309K	Sell	3,685 -249	-6%	-$22.7K	0.21%	65
2022 Q1	$397K	Buy	3,934 +426	+12%	+$42.5K	0.27%	56
2021 Q4	$375K	Buy	3,508 +791	+29%	+$82.7K	0.25%	53
2021 Q3	$267K	Sell	2,717 -273	-9%	-$27.6K	0.2%	71
2021 Q2	$295K	Sell	2,990 -1,127	-27%	-$108K	0.26%	60
2021 Q1	$377K	Buy	+4,117	New	+$369K	0.35%	46

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Benedetti & Gucer's ITOT Position: Q1 2024 in Review

Benedetti & Gucer reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 1.5% in Q1 2024, selling an estimated $5.04K and leaving 2,956 shares worth $341K. The position accounts for 0.17% of the portfolio, ranked #99.

Benedetti & Gucer first reported a position in ITOT in Q1 2021 and has held it in 13 quarters since. The position peaked at $397K in Q1 2022. 1,224 funds tracked by Wall St. Rank hold ITOT as of Q1 2024.

Benedetti & Gucer held 2,956 shares of iShares Core S&P Total US Stock Market ETF worth $341K as of Q1 2024.
Benedetti & Gucer sold 46 iShares Core S&P Total US Stock Market ETF shares in Q1 2024, an estimated $5.04K.
iShares Core S&P Total US Stock Market ETF made up 0.17% of Benedetti & Gucer's portfolio in Q1 2024, its #99 holding.
Benedetti & Gucer first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2021 and has held it in 13 quarters since.
Benedetti & Gucer's iShares Core S&P Total US Stock Market ETF position peaked at $397K in Q1 2022.
1,224 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2024.

Based on Benedetti & Gucer's 13F filing for Q1 2024, filed 7 May 2024.