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

Connectus 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 Q1	$409K	Sell	3,545 -31,794	-90%	-$3.49M	0.01%	298
2023 Q4	$3.72M	Sell	35,339 -1,999	-5%	-$196K	0.08%	189
2023 Q3	$3.52M	Buy	37,338 +2,514	+7%	+$247K	0.08%	198
2023 Q2	$3.41M	Buy	34,824 +10	+0%	+$925	0.08%	171
2023 Q1	$3.15M	Buy	34,814 +21,365	+159%	+$1.9M	0.08%	183
2022 Q4	$1.14M	Buy	13,449 +3,621	+37%	+$309K	0.03%	275
2022 Q3	$782K	Buy	9,828 +375	+4%	+$33.2K	0.02%	360
2022 Q2	$792K	Sell	9,453 -285	-3%	-$26K	0.02%	297
2022 Q1	$1.04M	Buy	+9,738	New	+$971K	0.03%	240

Other funds holding ITOT

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Connectus Wealth's ITOT Position: Q1 2024 in Review

Connectus Wealth reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 90% in Q1 2024, selling an estimated $3.49M and leaving 3,545 shares worth $409K. The position accounts for 0.01% of the portfolio, ranked #298.

Connectus Wealth first reported a position in ITOT in Q1 2022 and has held it in 9 quarters since. The position peaked at $3.72M in Q4 2023. 1,224 funds tracked by Wall St. Rank hold ITOT as of Q1 2024.

Connectus Wealth held 3,545 shares of iShares Core S&P Total US Stock Market ETF worth $409K as of Q1 2024.
Connectus Wealth sold 31,794 iShares Core S&P Total US Stock Market ETF shares in Q1 2024, an estimated $3.49M.
iShares Core S&P Total US Stock Market ETF made up 0.01% of Connectus Wealth's portfolio in Q1 2024, its #298 holding.
Connectus Wealth first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2022 and has held it in 9 quarters since.
Connectus Wealth's iShares Core S&P Total US Stock Market ETF position peaked at $3.72M in Q4 2023.
1,224 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2024.

Based on Connectus Wealth's 13F filing for Q1 2024, filed 14 May 2024.