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

Boulder Wealth 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	$121K	Buy	+1,426	New	+$122K	0.11%	22

Other funds holding ITOT

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Boulder Wealth Advisors's ITOT Position: Q4 2022 in Review

Boulder Wealth Advisors opened a new position in iShares Core S&P Total US Stock Market ETF (ITOT) in Q4 2022: 1,426 shares worth $121K. The stake represents 0.11% of the portfolio and ranks #22 among its holdings.

1,064 funds tracked by Wall St. Rank hold ITOT as of Q4 2022.

Boulder Wealth Advisors held 1,426 shares of iShares Core S&P Total US Stock Market ETF worth $121K as of Q4 2022.
iShares Core S&P Total US Stock Market ETF was a new Boulder Wealth Advisors position in Q4 2022.
iShares Core S&P Total US Stock Market ETF made up 0.11% of Boulder Wealth Advisors's portfolio in Q4 2022, its #22 holding.
1,064 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q4 2022.

Based on Boulder Wealth Advisors's 13F filing for Q4 2022, filed 21 Feb 2023.