CFS
ITOT icon

Cannon Financial Strategists’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Cannon Financial Strategists’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
2021
Q4 		– Sell
-2,088
Closed -$205K – 64
2021
Q3 		$205K Buy
+2,088
New +$211K 0.08% 62

Other funds holding ITOT

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cannon Financial Strategists's ITOT Position: Q4 2021 in Review

Cannon Financial Strategists sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q4 2021, closing a stake of 2,088 shares — an estimated $205K sold.

Cannon Financial Strategists first reported a position in ITOT in Q3 2021 and held it in 1 quarter. The position peaked at $205K in Q3 2021. 995 funds tracked by Wall St. Rank hold ITOT as of Q4 2021.

  • Cannon Financial Strategists reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q4 2021 after selling out during the quarter.
  • Cannon Financial Strategists sold 2,088 iShares Core S&P Total US Stock Market ETF shares in Q4 2021, an estimated $205K.
  • Cannon Financial Strategists first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2021 and held it in 1 quarter.
  • Cannon Financial Strategists's iShares Core S&P Total US Stock Market ETF position peaked at $205K in Q3 2021.
  • 995 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q4 2021.

Based on Cannon Financial Strategists's 13F filing for Q4 2021, filed 2 Oct 2024.