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ITOT icon

CFO4Life’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

CFO4Life’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
Q4 		$390K Buy
+4,600
New +$393K 0.08% 120

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.51B AUM 33.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CFO4Life's ITOT Position: Q4 2022 in Review

CFO4Life opened a new position in iShares Core S&P Total US Stock Market ETF (ITOT) in Q4 2022: 4,600 shares worth $390K. The stake represents 0.08% of the portfolio and ranks #120 among its holdings.

1,065 funds tracked by Wall St. Rank hold ITOT as of Q4 2022.

  • CFO4Life held 4,600 shares of iShares Core S&P Total US Stock Market ETF worth $390K as of Q4 2022.
  • iShares Core S&P Total US Stock Market ETF was a new CFO4Life position in Q4 2022.
  • iShares Core S&P Total US Stock Market ETF made up 0.08% of CFO4Life's portfolio in Q4 2022, its #120 holding.
  • 1,065 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q4 2022.

Based on CFO4Life's 13F filing for Q4 2022, filed 11 Jan 2023.