Core Wealth Advisors (Florida)’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Core Wealth Advisors (Florida)’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 Q2	–	Sell	-175	Closed	-$20.2K	–	140
2024 Q1	$20.2K	Hold	175	–	–	0.01%	147
2023 Q4	$18.4K	Hold	175	–	–	0.01%	145
2023 Q3	$16.5K	Hold	175	–	–	0.01%	123
2023 Q2	$17.1K	Hold	175	–	–	0.01%	124
2023 Q1	$15.8K	Hold	175	–	–	0.01%	125
2022 Q4	$14.8K	Hold	175	–	–	0.01%	136
2022 Q3	$14K	Hold	175	–	–	0.01%	122
2022 Q2	$15K	Buy	+175	New	+$15.9K	0.01%	121

Other funds holding ITOT

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Core Wealth Advisors (Florida)'s ITOT Position: Q2 2024 in Review

Core Wealth Advisors (Florida) sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q2 2024, closing a stake of 175 shares — an estimated $20.2K sold.

Core Wealth Advisors (Florida) first reported a position in ITOT in Q2 2022 and held it in 8 quarters. The position peaked at $20.2K in Q1 2024. 1,241 funds tracked by Wall St. Rank hold ITOT as of Q2 2024.

Core Wealth Advisors (Florida) reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q2 2024 after selling out during the quarter.
Core Wealth Advisors (Florida) sold 175 iShares Core S&P Total US Stock Market ETF shares in Q2 2024, an estimated $20.2K.
Core Wealth Advisors (Florida) first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2022 and held it in 8 quarters.
Core Wealth Advisors (Florida)'s iShares Core S&P Total US Stock Market ETF position peaked at $20.2K in Q1 2024.
1,241 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2024.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q2 2024, filed 15 Aug 2024.