CQS
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Credential Qtrade Securities’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Credential Qtrade Securities’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 		$31.5M Buy
273,439
+9,235
+3% +$1.01M 1.69% 22
2023
Q4 		$27.8M Buy
264,204
+10,762
+4% +$1.05M 1.66% 22
2023
Q3 		$23.9M Buy
253,442
+16,833
+7% +$1.65M 1.58% 23
2023
Q2 		$23.1M Buy
236,609
+24,412
+12% +$2.26M 1.46% 25
2023
Q1 		$19.2M Buy
212,197
+26,647
+14% +$2.37M 1.28% 25
2022
Q4 		$15.7M Buy
185,550
+15,304
+9% +$1.31M 1.13% 27
2022
Q3 		$13.5M Buy
170,246
+10,974
+7% +$970K 1.05% 28
2022
Q2 		$13.3M Buy
159,272
+27,774
+21% +$2.53M 0.96% 30
2022
Q1 		$13.3M Buy
131,498
+29,106
+28% +$2.9M 0.84% 29
2021
Q4 		$11M Buy
102,392
+14,407
+16% +$1.51M 0.74% 34
2021
Q3 		$8.65M Buy
87,985
+7,372
+9% +$745K 0.67% 31
2021
Q2 		$7.97M Buy
80,613
+13,466
+20% +$1.3M 0.63% 31
2021
Q1 		$6.15M Buy
67,147
+14,364
+27% +$1.29M 0.55% 32
2020
Q4 		$4.55M Buy
52,783
+6,943
+15% +$562K 0.47% 40
2020
Q3 		$3.46M Buy
45,840
+10,035
+28% +$749K 0.4% 43
2020
Q2 		$2.49M Buy
35,805
+1,378
+4% +$90.1K 0.32% 45
2020
Q1 		$1.97M Buy
34,427
+5,432
+19% +$373K 0.32% 47
2019
Q4 		$2.11M Buy
28,995
+1,878
+7% +$131K 0.29% 50
2019
Q3 		$1.82M Buy
27,117
+1,747
+7% +$117K 0.28% 50
2019
Q2 		$1.69M Buy
25,370
+4,283
+20% +$281K 0.28% 47
2019
Q1 		$1.36M Buy
21,087
+5,388
+34% +$334K 0.25% 58
2018
Q4 		$890K Buy
15,699
+1,433
+10% +$88K 0.2% 75
2018
Q3 		$951K Buy
+14,266
New +$935K 0.19% 78

Other funds holding ITOT

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Credential Qtrade Securities's ITOT Position: Q1 2024 in Review

Credential Qtrade Securities increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 3.5% in Q1 2024, buying an estimated $1.01M and bringing the position to 273,439 shares worth $31.5M. The position accounts for 1.69% of the portfolio, ranked #22.

Credential Qtrade Securities first reported a position in ITOT in Q3 2018 and has held it in 23 quarters since. 1,225 funds tracked by Wall St. Rank hold ITOT as of Q1 2024.

  • Credential Qtrade Securities held 273,439 shares of iShares Core S&P Total US Stock Market ETF worth $31.5M as of Q1 2024.
  • Credential Qtrade Securities bought 9,235 iShares Core S&P Total US Stock Market ETF shares in Q1 2024, an estimated $1.01M.
  • iShares Core S&P Total US Stock Market ETF made up 1.69% of Credential Qtrade Securities's portfolio in Q1 2024, its #22 holding.
  • Credential Qtrade Securities first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2018 and has held it in 23 quarters since.
  • 1,225 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2024.

Based on Credential Qtrade Securities's 13F filing for Q1 2024, filed 21 Jul 2025.