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Cedar Brook Financial Partners’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Cedar Brook Financial Partners’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
Q2 		– Sell
-73,419
Closed -$8.47M – 214
2024
Q1 		$8.47M Buy
73,419
+349
+0.5% +$38.3K 1.67% 8
2023
Q4 		$7.68M Buy
73,070
+1,247
+2% +$122K 1.71% 8
2023
Q3 		$6.76M Buy
71,823
+66
+0.1% +$6.49K 1.76% 6
2023
Q2 		$7.02M Sell
71,757
-6,108
-8% -$565K 1.67% 7
2023
Q1 		$7.05M Buy
77,865
+298
+0.4% +$26.5K 1.81% 7
2022
Q4 		$6.58M Buy
77,567
+290
+0.4% +$24.8K 1.85% 6
2022
Q3 		$6.15M Sell
77,277
-4,178
-5% -$369K 1.98% 4
2022
Q2 		$6.82M Buy
81,455
+3,651
+5% +$333K 2.14% 4
2022
Q1 		$7.85M Buy
77,804
+294
+0.4% +$29.3K 2.04% 4
2021
Q4 		$8.29M Buy
77,510
+638
+0.8% +$66.7K 2.13% 4
2021
Q3 		$7.56M Buy
76,872
+1,040
+1% +$105K 2.27% 4
2021
Q2 		$7.49M Buy
75,832
+600
+0.8% +$57.7K 2.16% 4
2021
Q1 		$6.89M Sell
75,232
-126
-0.2% -$11.3K 2.39% 3
2020
Q4 		$6.5M Buy
75,358
+376
+0.5% +$30.5K 2.3% 5
2020
Q3 		$5.66M Buy
74,982
+321
+0.4% +$24K 2.22% 5
2020
Q2 		$5.18M Buy
74,661
+643
+0.9% +$42K 2.31% 3
2020
Q1 		$4.24M Buy
74,018
+6,492
+10% +$445K 2.35% 4
2019
Q4 		$4.91M Buy
67,526
+21,486
+47% +$1.5M 2.09% 4
2019
Q3 		$3.09M Buy
+46,040
New +$3.08M 1.36% 7
2019
Q2 		– Sell
-7,548
Closed -$486K – 307
2019
Q1 		$486K Buy
+7,548
New +$468K 0.24% 139

Other funds holding ITOT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
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

Cedar Brook Financial Partners's ITOT Position: Q2 2024 in Review

Cedar Brook Financial Partners sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q2 2024, closing a stake of 73,419 shares — an estimated $8.47M sold.

Cedar Brook Financial Partners first reported a position in ITOT in Q1 2019 and held it in 20 quarters. The position peaked at $8.47M in Q1 2024. 1,241 funds tracked by Wall St. Rank hold ITOT as of Q2 2024.

  • Cedar Brook Financial Partners reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q2 2024 after selling out during the quarter.
  • Cedar Brook Financial Partners sold 73,419 iShares Core S&P Total US Stock Market ETF shares in Q2 2024, an estimated $8.47M.
  • Cedar Brook Financial Partners first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2019 and held it in 20 quarters.
  • Cedar Brook Financial Partners's iShares Core S&P Total US Stock Market ETF position peaked at $8.47M in Q1 2024.
  • 1,241 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2024.

Based on Cedar Brook Financial Partners's 13F filing for Q2 2024, filed 15 Jul 2024.