BS
ITOT icon

Boenning & Scattergood’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Boenning & Scattergood’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 		$287K Sell
2,847
-16
-0.6% -$1.37K 0.05% 328
2022
Q3 		$228K Buy
2,863
+10
+0.4% +$884 0.05% 330
2022
Q2 		$239K Buy
2,853
+6
+0.2% +$547 0.05% 328
2022
Q1 		$287K Buy
+2,847
New +$284K 0.05% 328

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

Boenning & Scattergood's ITOT Position: Q4 2022 in Review

Boenning & Scattergood reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.56% in Q4 2022, selling an estimated $1.37K and leaving 2,847 shares worth $287K. The position accounts for 0.05% of the portfolio, ranked #328.

Boenning & Scattergood first reported a position in ITOT in Q1 2022 and has held it in 4 quarters since. 1,064 funds tracked by Wall St. Rank hold ITOT as of Q4 2022.

  • Boenning & Scattergood held 2,847 shares of iShares Core S&P Total US Stock Market ETF worth $287K as of Q4 2022.
  • Boenning & Scattergood sold 16 iShares Core S&P Total US Stock Market ETF shares in Q4 2022, an estimated $1.37K.
  • iShares Core S&P Total US Stock Market ETF made up 0.05% of Boenning & Scattergood's portfolio in Q4 2022, its #328 holding.
  • Boenning & Scattergood first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2022 and has held it in 4 quarters since.
  • 1,064 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q4 2022.

Based on Boenning & Scattergood's 13F filing for Q4 2022, filed 26 Jan 2023.