Chilton Capital Management’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Chilton Capital 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
2023 Q3	–	Sell	-80	Closed	-$7.83K	–	530
2023 Q2	$7.83K	Sell	80 -50	-38%	-$4.62K	﹤0.01%	458
2023 Q1	$11.8K	Buy	+130	New	+$11.5K	﹤0.01%	449
2022 Q3	–	Sell	-130	Closed	-$11K	–	406
2022 Q2	$11K	Buy	+130	New	+$11.8K	﹤0.01%	455
2022 Q1	–	Sell	-130	Closed	-$14K	–	403
2021 Q4	$14K	Buy	+130	New	+$13.6K	﹤0.01%	457

Other funds holding ITOT

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

Charles Schwab San Francisco, California $654B AUM 26.35% 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

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

BTI

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Chilton Capital Management's ITOT Position: Q3 2023 in Review

Chilton Capital Management sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q3 2023, closing a stake of 80 shares — an estimated $7.83K sold.

Chilton Capital Management first reported a position in ITOT in Q4 2021 and held it in 4 quarters. The position peaked at $14K in Q4 2021. 1,072 funds tracked by Wall St. Rank hold ITOT as of Q3 2023.

Chilton Capital Management reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q3 2023 after selling out during the quarter.
Chilton Capital Management sold 80 iShares Core S&P Total US Stock Market ETF shares in Q3 2023, an estimated $7.83K.
Chilton Capital Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2021 and held it in 4 quarters.
Chilton Capital Management's iShares Core S&P Total US Stock Market ETF position peaked at $14K in Q4 2021.
1,072 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2023.

Based on Chilton Capital Management's 13F filing for Q3 2023, filed 14 Nov 2023.