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CPWM LLC’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

CPWM LLC’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
2022
Q3 		– Sell
-4,428
Closed -$371K – 361
2022
Q2 		$371K Buy
+4,428
New +$403K 0.03% 276

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Morgan Stanley
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AllianceBernstein
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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
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MFRM
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UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

CPWM LLC's ITOT Position: Q3 2022 in Review

CPWM LLC sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q3 2022, closing a stake of 4,428 shares — an estimated $371K sold.

CPWM LLC first reported a position in ITOT in Q2 2022 and held it in 1 quarter. The position peaked at $371K in Q2 2022. 980 funds tracked by Wall St. Rank hold ITOT as of Q3 2022.

  • CPWM LLC reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q3 2022 after selling out during the quarter.
  • CPWM LLC sold 4,428 iShares Core S&P Total US Stock Market ETF shares in Q3 2022, an estimated $371K.
  • CPWM LLC first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2022 and held it in 1 quarter.
  • CPWM LLC's iShares Core S&P Total US Stock Market ETF position peaked at $371K in Q2 2022.
  • 980 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2022.

Based on CPWM LLC's 13F filing for Q3 2022, filed 14 Nov 2022.