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Crestmont Private Wealth’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Crestmont Private Wealth’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
Q2 		– Sell
-77
Closed -$8K – 37
2022
Q1 		$8K Buy
+77
New +$7.68K 0.01% 40

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TAIM
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Betterment LLC
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Morgan Stanley
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Crestmont Private Wealth's ITOT Position: Q2 2022 in Review

Crestmont Private Wealth sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q2 2022, closing a stake of 77 shares — an estimated $8K sold.

Crestmont Private Wealth first reported a position in ITOT in Q1 2022 and held it in 1 quarter. The position peaked at $8K in Q1 2022. 992 funds tracked by Wall St. Rank hold ITOT as of Q2 2022.

  • Crestmont Private Wealth reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q2 2022 after selling out during the quarter.
  • Crestmont Private Wealth sold 77 iShares Core S&P Total US Stock Market ETF shares in Q2 2022, an estimated $8K.
  • Crestmont Private Wealth first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2022 and held it in 1 quarter.
  • Crestmont Private Wealth's iShares Core S&P Total US Stock Market ETF position peaked at $8K in Q1 2022.
  • 992 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2022.

Based on Crestmont Private Wealth's 13F filing for Q2 2022, filed 13 Jul 2022.