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Bradley Foster & Sargent’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Bradley Foster & Sargent’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
2023
Q1 		– Sell
-8,002
Closed -$679K – 434
2022
Q4 		$679K Sell
8,002
-609
-7% -$52K 0.02% 287
2022
Q3 		$685K Buy
+8,611
New +$761K 0.02% 277

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CS
Cisco Systems San Jose, California $405M AUM 4.84% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return

Bradley Foster & Sargent's ITOT Position: Q1 2023 in Review

Bradley Foster & Sargent sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q1 2023, closing a stake of 8,002 shares — an estimated $679K sold.

Bradley Foster & Sargent first reported a position in ITOT in Q3 2022 and held it in 2 quarters. The position peaked at $685K in Q3 2022. 1,053 funds tracked by Wall St. Rank hold ITOT as of Q1 2023.

  • Bradley Foster & Sargent reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q1 2023 after selling out during the quarter.
  • Bradley Foster & Sargent sold 8,002 iShares Core S&P Total US Stock Market ETF shares in Q1 2023, an estimated $679K.
  • Bradley Foster & Sargent first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2022 and held it in 2 quarters.
  • Bradley Foster & Sargent's iShares Core S&P Total US Stock Market ETF position peaked at $685K in Q3 2022.
  • 1,053 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2023.

Based on Bradley Foster & Sargent's 13F filing for Q1 2023, filed 8 May 2023.