Claraphi Advisory Network’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q4
Sell
-30,058
Closed -$2.39M 191
2022
Q3
$2.39M Sell
30,058
-224,969
-88% -$19.9M 1.29% 10
2022
Q2
$21.4M Buy
+255,027
New +$23.2M 7.51% 1
2020
Q2
Sell
-378
Closed -$22K 737
2020
Q1
$22K Buy
+378
New +$25.9K 0.01% 614
2019
Q4
Sell
-138
Closed -$9K 307
2019
Q3
$9K Buy
+138
New +$9.25K 0.01% 337

Other funds holding ITOT

Claraphi Advisory Network's ITOT Position: Q4 2022 in Review

Claraphi Advisory Network sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q4 2022, closing a stake of 30,058 shares — an estimated $2.39M sold.

Claraphi Advisory Network first reported a position in ITOT in Q3 2019 and held it in 4 quarters. The position peaked at $21.4M in Q2 2022. 1,065 funds tracked by Wall St. Rank hold ITOT as of Q4 2022.

  • Claraphi Advisory Network reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q4 2022 after selling out during the quarter.
  • Claraphi Advisory Network sold 30,058 iShares Core S&P Total US Stock Market ETF shares in Q4 2022, an estimated $2.39M.
  • Claraphi Advisory Network first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2019 and held it in 4 quarters.
  • Claraphi Advisory Network's iShares Core S&P Total US Stock Market ETF position peaked at $21.4M in Q2 2022.
  • 1,065 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q4 2022.

Based on Claraphi Advisory Network's 13F filing for Q4 2022, filed 14 Feb 2023.