Community Bank’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Community Bank’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 Q4	–	Sell	-15	Closed	-$1.41K	–	436
2023 Q3	$1.41K	Buy	+15	New	+$1.47K	﹤0.01%	407
2021 Q2	–	Sell	-120	Closed	-$11K	–	485
2021 Q1	$11K	Hold	120	–	–	﹤0.01%	394
2020 Q4	$10K	Hold	120	–	–	﹤0.01%	387
2020 Q3	$9K	Hold	120	–	–	﹤0.01%	389
2020 Q2	$8K	Hold	120	–	–	﹤0.01%	398
2020 Q1	$7K	Hold	120	–	–	﹤0.01%	355
2019 Q4	$9K	Hold	120	–	–	﹤0.01%	364
2019 Q3	$8K	Hold	120	–	–	﹤0.01%	368
2019 Q2	$8K	Hold	120	–	–	﹤0.01%	374
2019 Q1	$8K	Hold	120	–	–	﹤0.01%	387
2018 Q4	$7K	Hold	120	–	–	﹤0.01%	389
2018 Q3	$8K	Hold	120	–	–	﹤0.01%	425
2018 Q2	$8K	Hold	120	–	–	﹤0.01%	428
2018 Q1	$7K	Hold	120	–	–	﹤0.01%	458
2017 Q4	$7K	Hold	120	–	–	﹤0.01%	562
2017 Q3	$7K	Hold	120	–	–	﹤0.01%	486
2017 Q2	$7K	Hold	120	–	–	﹤0.01%	477
2017 Q1	$6K	Hold	120	–	–	﹤0.01%	379
2016 Q4	$6K	Hold	120	–	–	﹤0.01%	399
2016 Q3	$6K	Hold	120	–	–	﹤0.01%	388
2016 Q2	$6K	Hold	120	–	–	﹤0.01%	391
2016 Q1	$6K	Hold	120	–	–	﹤0.01%	386
2015 Q4	$6K	Hold	120	–	–	﹤0.01%	398
2015 Q3	$5K	Hold	120	–	–	﹤0.01%	335
2015 Q2	$6K	Hold	120	–	–	﹤0.01%	328
2015 Q1	$6K	Hold	120	–	–	﹤0.01%	328
2014 Q4	$6K	Buy	+120	New	+$5.5K	﹤0.01%	331

Other funds holding ITOT

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Community Bank's ITOT Position: Q4 2023 in Review

Community Bank sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q4 2023, closing a stake of 15 shares — an estimated $1.41K sold.

Community Bank first reported a position in ITOT in Q4 2014 and held it in 27 quarters. The position peaked at $11K in Q1 2021. 1,181 funds tracked by Wall St. Rank hold ITOT as of Q4 2023.

Community Bank reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q4 2023 after selling out during the quarter.
Community Bank sold 15 iShares Core S&P Total US Stock Market ETF shares in Q4 2023, an estimated $1.41K.
Community Bank first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2014 and held it in 27 quarters.
Community Bank's iShares Core S&P Total US Stock Market ETF position peaked at $11K in Q1 2021.
1,181 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q4 2023.

Based on Community Bank's 13F filing for Q4 2023, filed 2 Feb 2024.