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

Boston Research & Management’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
Q1 		– Sell
-2,684
Closed -$287K – 113
2021
Q4 		$287K Buy
+2,684
New +$281K 0.08% 98

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Boston Research & Management's ITOT Position: Q1 2022 in Review

Boston Research & Management sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q1 2022, closing a stake of 2,684 shares — an estimated $287K sold.

Boston Research & Management first reported a position in ITOT in Q4 2021 and held it in 1 quarter. The position peaked at $287K in Q4 2021. 1,001 funds tracked by Wall St. Rank hold ITOT as of Q1 2022.

  • Boston Research & Management reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q1 2022 after selling out during the quarter.
  • Boston Research & Management sold 2,684 iShares Core S&P Total US Stock Market ETF shares in Q1 2022, an estimated $287K.
  • Boston Research & Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2021 and held it in 1 quarter.
  • Boston Research & Management's iShares Core S&P Total US Stock Market ETF position peaked at $287K in Q4 2021.
  • 1,001 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2022.

Based on Boston Research & Management's 13F filing for Q1 2022, filed 12 May 2022.