Bridge Advisory’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
-1,951
Closed -$225K 102
2024
Q1
$225K Sell
1,951
-693
-26% -$76K 0.11% 98
2023
Q4
$278K Sell
2,644
-823
-24% -$80.7K 0.14% 91
2023
Q3
$327K Buy
+3,467
New +$341K 0.11% 115

Other funds holding ITOT

Bridge Advisory's ITOT Position: Q2 2024 in Review

Bridge Advisory sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q2 2024, closing a stake of 1,951 shares — an estimated $225K sold.

Bridge Advisory first reported a position in ITOT in Q3 2023 and held it in 3 quarters. The position peaked at $327K in Q3 2023. 1,241 funds tracked by Wall St. Rank hold ITOT as of Q2 2024.

  • Bridge Advisory reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q2 2024 after selling out during the quarter.
  • Bridge Advisory sold 1,951 iShares Core S&P Total US Stock Market ETF shares in Q2 2024, an estimated $225K.
  • Bridge Advisory first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2023 and held it in 3 quarters.
  • Bridge Advisory's iShares Core S&P Total US Stock Market ETF position peaked at $327K in Q3 2023.
  • 1,241 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2024.

Based on Bridge Advisory's 13F filing for Q2 2024, filed 23 Jul 2024.