Benjamin F. Edwards & Company’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Benjamin F. Edwards & Company’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 Q2	$176K	Buy	1,479 +314	+27%	+$36K	﹤0.01%	946
2024 Q1	$134K	Buy	1,165 +291	+33%	+$31.9K	﹤0.01%	1015
2023 Q4	$92K	Buy	874 +689	+372%	+$67.5K	﹤0.01%	1095
2023 Q3	$17K	Hold	185	–	–	﹤0.01%	1287
2023 Q2	$18K	Sell	185 -391	-68%	-$36.1K	﹤0.01%	1301
2023 Q1	$52K	Sell	576 -19,531	-97%	-$1.73M	﹤0.01%	1085
2022 Q4	$1.71M	Sell	20,107 -20,310	-50%	-$1.73M	0.08%	239
2022 Q3	$3.21M	Sell	40,417 -585	-1%	-$51.7K	0.16%	136
2022 Q2	$3.44M	Buy	41,002 +2,270	+6%	+$207K	0.17%	143
2022 Q1	$3.91M	Buy	38,732 +12,705	+49%	+$1.27M	0.17%	131
2021 Q4	$2.78M	Buy	26,027 +2,771	+12%	+$290K	0.12%	179
2021 Q3	$2.29M	Sell	23,256 -636	-3%	-$64.3K	0.12%	182
2021 Q2	$2.36M	Buy	23,892 +68	+0.3%	+$6.54K	0.12%	186
2021 Q1	$2.18M	Buy	23,824 +3,111	+15%	+$279K	0.12%	191
2020 Q4	$1.79M	Buy	20,713 +19,706	+1,957%	+$1.6M	0.11%	210
2020 Q3	$76K	Sell	1,007 -730	-42%	-$54.5K	0.01%	808
2020 Q2	$121K	Sell	1,737 -208	-11%	-$13.6K	0.01%	687
2020 Q1	$111K	Hold	1,945	–	–	0.01%	662
2019 Q4	$141K	Hold	1,945	–	–	0.01%	696
2019 Q3	$130K	Sell	1,945 -203	-9%	-$13.6K	0.01%	671
2019 Q2	$143K	Hold	2,148	–	–	0.01%	608
2019 Q1	$138K	Hold	2,148	–	–	0.01%	588
2018 Q4	$122K	Buy	2,148 +203	+10%	+$12.5K	0.01%	607
2018 Q3	$130K	Hold	1,945	–	–	0.01%	615
2018 Q2	$122K	Hold	1,945	–	–	0.01%	623
2018 Q1	$118K	Hold	1,945	–	–	0.01%	637
2017 Q4	$119K	Hold	1,945	–	–	0.01%	610
2017 Q3	$112K	Hold	1,945	–	–	0.01%	582
2017 Q2	$108K	Hold	1,945	–	–	0.01%	552
2017 Q1	$105K	Buy	+1,945	New	+$104K	0.02%	549
2016 Q1	–	Sell	-1,268	Closed	-$59K	–	1149
2015 Q4	$59K	Buy	1,268 +6	+0.5%	+$281	0.01%	482
2015 Q3	$55K	Buy	+1,262	New	+$58.6K	0.01%	505

Other funds holding ITOT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SWM

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

Benjamin F. Edwards & Company's ITOT Position: Q2 2024 in Review

Benjamin F. Edwards & Company increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 27% in Q2 2024, buying an estimated $36K and bringing the position to 1,479 shares worth $176K. The position accounts for ﹤0.01% of the portfolio, ranked #946.

Benjamin F. Edwards & Company first reported a position in ITOT in Q3 2015 and has held it in 32 quarters since. The position peaked at $3.91M in Q1 2022. 1,242 funds tracked by Wall St. Rank hold ITOT as of Q2 2024.

Benjamin F. Edwards & Company held 1,479 shares of iShares Core S&P Total US Stock Market ETF worth $176K as of Q2 2024.
Benjamin F. Edwards & Company bought 314 iShares Core S&P Total US Stock Market ETF shares in Q2 2024, an estimated $36K.
iShares Core S&P Total US Stock Market ETF made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #946 holding.
Benjamin F. Edwards & Company first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2015 and has held it in 32 quarters since.
Benjamin F. Edwards & Company's iShares Core S&P Total US Stock Market ETF position peaked at $3.91M in Q1 2022.
1,242 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.