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

Bromfield Sneider 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
2024
Q1 		$673K Buy
5,834
+1,697
+41% +$186K 0.42% 23
2023
Q4 		$435K Buy
4,137
+46
+1% +$4.51K 0.29% 28
2023
Q3 		$385K Hold
4,091
– – 0.29% 28
2023
Q2 		$400K Buy
4,091
+8
+0.2% +$740 0.32% 25
2023
Q1 		$370K Buy
4,083
+12
+0.3% +$1.06K 0.31% 25
2022
Q4 		$345K Buy
4,071
+666
+20% +$56.8K 0.32% 24
2022
Q3 		$271K Buy
3,405
+560
+20% +$49.5K 0.32% 25
2022
Q2 		$238K Buy
2,845
+1,196
+73% +$109K 0.29% 27
2022
Q1 		$166K Buy
+1,649
New +$164K 0.17% 31

Other funds holding ITOT

Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return