Cassady Schiller Wealth Management’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Cassady Schiller Wealth Management’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 Q4	$1.44M	Hold	11,192	–	–	0.53%	36
2024 Q3	$1.41M	Sell	11,192 -40	-0.4%	-$4.84K	0.51%	38
2024 Q2	$1.33M	Hold	11,232	–	–	0.54%	38
2024 Q1	$1.3M	Hold	11,232	–	–	0.58%	37
2023 Q4	$1.18M	Hold	11,232	–	–	0.59%	35
2023 Q3	$1.06M	Sell	11,232 -985	-8%	-$96.8K	0.59%	39
2023 Q2	$1.2M	Hold	12,217	–	–	0.65%	35
2023 Q1	$1.11M	Sell	12,217 -263	-2%	-$23.4K	0.52%	39
2022 Q4	$1.06M	Sell	12,480 -173	-1%	-$14.8K	0.65%	35
2022 Q3	$1.01M	Buy	12,653 +210	+2%	+$18.6K	0.58%	38
2022 Q2	$1.04M	Hold	12,443	–	–	0.55%	36
2022 Q1	$1.26M	Hold	12,443	–	–	0.61%	32
2021 Q4	$1.33M	Buy	+12,443	New	+$1.3M	0.8%	27

Other funds holding ITOT

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

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

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

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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Cassady Schiller Wealth Management's ITOT Position: Q4 2024 in Review

Cassady Schiller Wealth Management held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q4 2024 at 11,192 shares worth $1.44M. The position accounts for 0.53% of the portfolio, ranked #36.

Cassady Schiller Wealth Management first reported a position in ITOT in Q4 2021 and has held it in 13 quarters since. 1,429 funds tracked by Wall St. Rank hold ITOT as of Q4 2024.

Cassady Schiller Wealth Management held 11,192 shares of iShares Core S&P Total US Stock Market ETF worth $1.44M as of Q4 2024.
Cassady Schiller Wealth Management left its iShares Core S&P Total US Stock Market ETF share count unchanged in Q4 2024.
iShares Core S&P Total US Stock Market ETF made up 0.53% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #36 holding.
Cassady Schiller Wealth Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2021 and has held it in 13 quarters since.
1,429 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.