Cornerstone Advisory’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
Q1
Sell
-120
Closed -$13K 484
2021
Q4
$13K Buy
+120
New +$12.5K ﹤0.01% 583

Other funds holding ITOT

Cornerstone Advisory's ITOT Position: Q1 2022 in Review

Cornerstone Advisory sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q1 2022, closing a stake of 120 shares — an estimated $13K sold.

Cornerstone Advisory first reported a position in ITOT in Q4 2021 and held it in 1 quarter. The position peaked at $13K in Q4 2021. 1,001 funds tracked by Wall St. Rank hold ITOT as of Q1 2022.

  • Cornerstone Advisory reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q1 2022 after selling out during the quarter.
  • Cornerstone Advisory sold 120 iShares Core S&P Total US Stock Market ETF shares in Q1 2022, an estimated $13K.
  • Cornerstone Advisory first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2021 and held it in 1 quarter.
  • Cornerstone Advisory's iShares Core S&P Total US Stock Market ETF position peaked at $13K in Q4 2021.
  • 1,001 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2022.

Based on Cornerstone Advisory's 13F filing for Q1 2022, filed 20 May 2022.