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ITOT icon

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

CIM LLC’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 -$207K – 159
2021
Q4 		$207K Hold
2,129
– – 0.04% 139
2021
Q3 		$229K Hold
2,129
– – 0.04% 147
2021
Q2 		$216K Sell
2,129
-5
-0.2% -$481 0.04% 147
2021
Q1 		$204K Buy
+2,134
New +$191K 0.04% 151
2016
Q4 		– Sell
-5,221
Closed -$259K – 91
2016
Q3 		$259K Buy
+5,221
New +$258K 0.12% 81

Other funds holding ITOT

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $52.8B AUM 15.34% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $1.37T AUM 24.88% 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 $52.5B AUM 27.12% 1-Year Est. Return

CIM LLC's ITOT Position: Q1 2022 in Review

CIM LLC 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 $207K sold.

CIM LLC first reported a position in ITOT in Q3 2016 and held it in 5 quarters. The position peaked at $259K in Q3 2016. 1,001 funds tracked by Wall St. Rank hold ITOT as of Q1 2022.

  • CIM LLC reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q1 2022 after selling out during the quarter.
  • CIM LLC sold 2,129 iShares Core S&P Total US Stock Market ETF shares in Q1 2022, an estimated $207K.
  • CIM LLC first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2016 and held it in 5 quarters.
  • CIM LLC's iShares Core S&P Total US Stock Market ETF position peaked at $259K in Q3 2016.
  • 1,001 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2022.

Based on CIM LLC's 13F filing for Q1 2022, filed 12 Apr 2022.