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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Bromfield Sneider Wealth Advisors's ITOT Position: Q1 2024 in Review

Bromfield Sneider Wealth Advisors increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 41% in Q1 2024, buying an estimated $186K and bringing the position to 5,834 shares worth $673K. The position accounts for 0.42% of the portfolio, ranked #23.

Bromfield Sneider Wealth Advisors first reported a position in ITOT in Q1 2022 and has held it in 9 quarters since. 1,227 funds tracked by Wall St. Rank hold ITOT as of Q1 2024.

Bromfield Sneider Wealth Advisors held 5,834 shares of iShares Core S&P Total US Stock Market ETF worth $673K as of Q1 2024.
Bromfield Sneider Wealth Advisors bought 1,697 iShares Core S&P Total US Stock Market ETF shares in Q1 2024, an estimated $186K.
iShares Core S&P Total US Stock Market ETF made up 0.42% of Bromfield Sneider Wealth Advisors's portfolio in Q1 2024, its #23 holding.
Bromfield Sneider Wealth Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2022 and has held it in 9 quarters since.
1,227 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2024.

Based on Bromfield Sneider Wealth Advisors's 13F filing for Q1 2024, filed 10 Apr 2024.