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Cerro Pacific Wealth Advisors’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Cerro Pacific Wealth Advisors’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
2022
Q1 		– Sell
-2,129
Closed -$228K – 119
2021
Q4 		$228K Buy
+2,129
New +$223K 0.14% 114
2020
Q4 		$211K Buy
+2,443
New +$198K 0.13% 103

Other funds holding ITOT

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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 $59.1B AUM 18.41% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Cerro Pacific Wealth Advisors's ITOT Position: Q1 2022 in Review

Cerro Pacific Wealth Advisors sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q1 2022, closing a stake of 2,129 shares — an estimated $228K sold.

Cerro Pacific Wealth Advisors first reported a position in ITOT in Q4 2020 and held it in 2 quarters. The position peaked at $228K in Q4 2021. 1,002 funds tracked by Wall St. Rank hold ITOT as of Q1 2022.

  • Cerro Pacific Wealth Advisors reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q1 2022 after selling out during the quarter.
  • Cerro Pacific Wealth Advisors sold 2,129 iShares Core S&P Total US Stock Market ETF shares in Q1 2022, an estimated $228K.
  • Cerro Pacific Wealth Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2020 and held it in 2 quarters.
  • Cerro Pacific Wealth Advisors's iShares Core S&P Total US Stock Market ETF position peaked at $228K in Q4 2021.
  • 1,002 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2022.

Based on Cerro Pacific Wealth Advisors's 13F filing for Q1 2022, filed 13 Apr 2022.