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

BMS Financial 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
2022
Q4 		– Sell
-36,647
Closed -$2.92M – 108
2022
Q3 		$2.92M Buy
+36,647
New +$3.24M 2.04% 7

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
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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BMS Financial Advisors's ITOT Position: Q4 2022 in Review

BMS Financial Advisors sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q4 2022, closing a stake of 36,647 shares — an estimated $2.92M sold.

BMS Financial Advisors first reported a position in ITOT in Q3 2022 and held it in 1 quarter. The position peaked at $2.92M in Q3 2022. 1,064 funds tracked by Wall St. Rank hold ITOT as of Q4 2022.

  • BMS Financial Advisors reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q4 2022 after selling out during the quarter.
  • BMS Financial Advisors sold 36,647 iShares Core S&P Total US Stock Market ETF shares in Q4 2022, an estimated $2.92M.
  • BMS Financial Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2022 and held it in 1 quarter.
  • BMS Financial Advisors's iShares Core S&P Total US Stock Market ETF position peaked at $2.92M in Q3 2022.
  • 1,064 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q4 2022.

Based on BMS Financial Advisors's 13F filing for Q4 2022, filed 19 Jan 2023.