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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 $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 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
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

CIC Wealth's ITOT Position: Q3 2024 in Review

CIC Wealth increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.18% in Q3 2024, buying an estimated $2.54K and bringing the position to 11,700 shares worth $1.47M. The position accounts for 0.38% of the portfolio, ranked #58.

CIC Wealth first reported a position in ITOT in Q4 2022 and has held it in 8 quarters since. 1,282 funds tracked by Wall St. Rank hold ITOT as of Q3 2024.

  • CIC Wealth held 11,700 shares of iShares Core S&P Total US Stock Market ETF worth $1.47M as of Q3 2024.
  • CIC Wealth bought 21 iShares Core S&P Total US Stock Market ETF shares in Q3 2024, an estimated $2.54K.
  • iShares Core S&P Total US Stock Market ETF made up 0.38% of CIC Wealth's portfolio in Q3 2024, its #58 holding.
  • CIC Wealth first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2022 and has held it in 8 quarters since.
  • 1,282 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2024.

Based on CIC Wealth's 13F filing for Q3 2024, filed 8 Nov 2024.