Curi Wealth Management’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History
Bought
Maintained
Sold
Other funds holding ITOT
TAIM
MFRM
Curi Wealth Management's ITOT Position: Q3 2022 in Review
Curi Wealth Management sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q3 2022, closing a stake of 54 shares — an estimated $5K sold.
Curi Wealth Management first reported a position in ITOT in Q1 2022 and held it in 2 quarters. The position peaked at $5K in Q2 2022. 978 funds tracked by Wall St. Rank hold ITOT as of Q3 2022.
- Curi Wealth Management reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q3 2022 after selling out during the quarter.
- Curi Wealth Management sold 54 iShares Core S&P Total US Stock Market ETF shares in Q3 2022, an estimated $5K.
- Curi Wealth Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2022 and held it in 2 quarters.
- Curi Wealth Management's iShares Core S&P Total US Stock Market ETF position peaked at $5K in Q2 2022.
- 978 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2022.
Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.