Canton Hathaway’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Canton Hathaway’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	–	Sell	-592	Closed	-$62K	–	254
2023 Q4	$62K	Hold	592	–	–	0.02%	142
2023 Q3	$56K	Hold	592	–	–	0.02%	139
2023 Q2	$58K	Hold	592	–	–	0.02%	144
2023 Q1	$54K	Hold	592	–	–	0.02%	145
2022 Q4	$50K	Hold	592	–	–	0.02%	165
2022 Q3	$47K	Hold	592	–	–	0.02%	157
2022 Q2	$50K	Hold	592	–	–	0.02%	162
2022 Q1	$60K	Hold	592	–	–	0.02%	164
2021 Q4	$63K	Hold	592	–	–	0.02%	168
2021 Q3	$58K	Hold	592	–	–	0.02%	171
2021 Q2	$58K	Hold	592	–	–	0.02%	153
2021 Q1	$54K	Hold	592	–	–	0.02%	161
2020 Q4	$51K	Hold	592	–	–	0.02%	165
2020 Q3	$45K	Hold	592	–	–	0.02%	230
2020 Q2	$41K	Hold	592	–	–	0.03%	109
2020 Q1	$34K	Hold	592	–	–	0.02%	107
2019 Q4	$43K	Hold	592	–	–	0.02%	129
2019 Q3	$40K	Hold	592	–	–	0.02%	132
2019 Q2	$39K	Buy	+592	New	+$38.8K	0.02%	138

Other funds holding ITOT

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SWM

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

Canton Hathaway's ITOT Position: Q1 2024 in Review

Canton Hathaway sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q1 2024, closing a stake of 592 shares — an estimated $62K sold.

Canton Hathaway first reported a position in ITOT in Q2 2019 and held it in 19 quarters. The position peaked at $63K in Q4 2021. 1,224 funds tracked by Wall St. Rank hold ITOT as of Q1 2024.

Canton Hathaway reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q1 2024 after selling out during the quarter.
Canton Hathaway sold 592 iShares Core S&P Total US Stock Market ETF shares in Q1 2024, an estimated $62K.
Canton Hathaway first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2019 and held it in 19 quarters.
Canton Hathaway's iShares Core S&P Total US Stock Market ETF position peaked at $63K in Q4 2021.
1,224 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2024.

Based on Canton Hathaway's 13F filing for Q1 2024, filed 13 May 2024.