Cornerstone Retirement Group’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Cornerstone Retirement Group’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 Q3	$7.12M	Buy	+75,640	New	+$7.43M	2.04%	5

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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

BTI

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

SWM

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

Cornerstone Retirement Group's ITOT Position: Q3 2023 in Review

Cornerstone Retirement Group opened a new position in iShares Core S&P Total US Stock Market ETF (ITOT) in Q3 2023: 75,640 shares worth $7.12M. The stake represents 2.04% of the portfolio and ranks #5 among its holdings.

1,072 funds tracked by Wall St. Rank hold ITOT as of Q3 2023.

Cornerstone Retirement Group held 75,640 shares of iShares Core S&P Total US Stock Market ETF worth $7.12M as of Q3 2023.
iShares Core S&P Total US Stock Market ETF was a new Cornerstone Retirement Group position in Q3 2023.
iShares Core S&P Total US Stock Market ETF made up 2.04% of Cornerstone Retirement Group's portfolio in Q3 2023, its #5 holding.
1,072 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2023.

Based on Cornerstone Retirement Group's 13F filing for Q3 2023, filed 26 Oct 2023.