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ITOT icon

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

CIC Wealth’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
Q3 		$1.47M Buy
11,700
+21
+0.2% +$2.54K 0.38% 58
2024
Q2 		$1.39M Sell
11,679
-119
-1% -$13.7K 0.38% 58
2024
Q1 		$1.36M Buy
11,798
+328
+3% +$36K 0.4% 60
2023
Q4 		$1.21M Sell
11,470
-62
-0.5% -$6.08K 0.38% 56
2023
Q3 		$1.09M Buy
11,532
+1,145
+11% +$113K 0.39% 57
2023
Q2 		$1.02M Buy
10,387
+1,970
+23% +$182K 0.35% 60
2023
Q1 		$762K Sell
8,417
-183
-2% -$16.2K 0.29% 71
2022
Q4 		$729K Buy
+8,600
New +$734K 0.3% 71

Other funds holding ITOT

Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 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
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 $376B AUM 19.32% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $7.18B AUM 21.21% 1-Year Est. Return