Boston Family Office’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Boston Family Office’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	–	Sell	-2,250	Closed	-$259K	–	271
2024 Q1	$259K	Hold	2,250	–	–	0.02%	234
2023 Q4	$237K	Hold	2,250	–	–	0.02%	234
2023 Q3	$212K	Hold	2,250	–	–	0.02%	242
2023 Q2	$220K	Hold	2,250	–	–	0.02%	239
2023 Q1	$204K	Buy	+2,250	New	+$200K	0.02%	255
2022 Q2	–	Sell	-2,250	Closed	-$227K	–	279
2022 Q1	$227K	Hold	2,250	–	–	0.02%	272
2021 Q4	$241K	Hold	2,250	–	–	0.02%	264
2021 Q3	$221K	Hold	2,250	–	–	0.02%	268
2021 Q2	$222K	Hold	2,250	–	–	0.02%	262
2021 Q1	$206K	Buy	+2,250	New	+$202K	0.02%	262

Other funds holding ITOT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Boston Family Office's ITOT Position: Q2 2024 in Review

Boston Family Office sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q2 2024, closing a stake of 2,250 shares — an estimated $259K sold.

Boston Family Office first reported a position in ITOT in Q1 2021 and held it in 10 quarters. The position peaked at $259K in Q1 2024. 1,241 funds tracked by Wall St. Rank hold ITOT as of Q2 2024.

Boston Family Office reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q2 2024 after selling out during the quarter.
Boston Family Office sold 2,250 iShares Core S&P Total US Stock Market ETF shares in Q2 2024, an estimated $259K.
Boston Family Office first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2021 and held it in 10 quarters.
Boston Family Office's iShares Core S&P Total US Stock Market ETF position peaked at $259K in Q1 2024.
1,241 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2024.

Based on Boston Family Office's 13F filing for Q2 2024, filed 12 Aug 2024.