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

Centaurus Financial’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 		– Sell
-916
Closed -$115K – 896
2024
Q3 		$115K Sell
916
-316
-26% -$38.3K 0.01% 789
2024
Q2 		$146K Hold
1,232
– – 0.01% 685
2024
Q1 		$142K Sell
1,232
-2,043
-62% -$224K 0.01% 694
2023
Q4 		$345K Buy
3,275
+656
+25% +$64.3K 0.03% 442
2023
Q3 		$247K Sell
2,619
-84
-3% -$8.25K 0.02% 506
2023
Q2 		$264K Sell
2,703
-1,463
-35% -$135K 0.02% 493
2023
Q1 		$377K Buy
4,166
+104
+3% +$9.23K 0.03% 482
2022
Q4 		$344K Sell
4,062
-345
-8% -$29.4K 0.03% 456
2022
Q3 		$351K Buy
4,407
+2,261
+105% +$200K 0.03% 438
2022
Q2 		$180K Hold
2,146
– – 0.02% 657
2022
Q1 		$217K Sell
2,146
-312
-13% -$31.1K 0.02% 644
2021
Q4 		$263K Sell
2,458
-348
-12% -$36.4K 0.02% 606
2021
Q3 		$276K Buy
+2,806
New +$284K 0.02% 575
2021
Q2 		– Sell
-1,925
Closed -$176K – 914
2021
Q1 		$176K Hold
1,925
– – 0.02% 629
2020
Q4 		$166K Buy
+1,925
New +$156K 0.02% 595
2019
Q4 		– Sell
-3,323
Closed -$223K – 640
2019
Q3 		$223K Sell
3,323
-448
-12% -$30K 0.03% 394
2019
Q2 		$251K Buy
+3,771
New +$247K 0.04% 385
2018
Q3 		– Sell
-5,344
Closed -$334K – 1285
2018
Q2 		$334K Buy
+5,344
New +$332K 0.05% 390

Other funds holding ITOT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Centaurus Financial's ITOT Position: Q4 2024 in Review

Centaurus Financial sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q4 2024, closing a stake of 916 shares — an estimated $115K sold.

Centaurus Financial first reported a position in ITOT in Q2 2018 and held it in 18 quarters. The position peaked at $377K in Q1 2023. 1,432 funds tracked by Wall St. Rank hold ITOT as of Q4 2024.

  • Centaurus Financial reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q4 2024 after selling out during the quarter.
  • Centaurus Financial sold 916 iShares Core S&P Total US Stock Market ETF shares in Q4 2024, an estimated $115K.
  • Centaurus Financial first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2018 and held it in 18 quarters.
  • Centaurus Financial's iShares Core S&P Total US Stock Market ETF position peaked at $377K in Q1 2023.
  • 1,432 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q4 2024.

Based on Centaurus Financial's 13F filing for Q4 2024, filed 12 Mar 2025.