DB Wealth Management Group’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

DB Wealth Management 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 Q4	$1.75M	Buy	16,664 +14,893	+841%	+$1.46M	1%	25
2023 Q3	$167K	Buy	1,771 +720	+69%	+$70.8K	0.11%	90
2023 Q2	$103K	Hold	1,051	–	–	0.06%	107
2023 Q1	$95.2K	Hold	1,051	–	–	0.06%	110
2022 Q4	$89.1K	Sell	1,051 -1,180	-53%	-$101K	0.06%	112
2022 Q3	$177K	Sell	2,231 -955	-30%	-$84.4K	0.13%	85
2022 Q2	$267K	Sell	3,186 -7,127	-69%	-$649K	0.18%	73
2022 Q1	$1.04M	Buy	10,313 +38	+0.4%	+$3.79K	0.63%	41
2021 Q4	$1.1M	Buy	10,275 +246	+2%	+$25.7K	0.65%	45
2021 Q3	$987K	Buy	10,029 +82	+0.8%	+$8.29K	0.64%	43
2021 Q2	$982K	Buy	9,947 +76	+0.8%	+$7.31K	0.63%	43
2021 Q1	$904K	Buy	9,871 +3,289	+50%	+$295K	0.62%	42
2020 Q4	$567K	Buy	+6,582	New	+$533K	0.42%	51

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

DB Wealth Management Group's ITOT Position: Q4 2023 in Review

DB Wealth Management Group increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 841% in Q4 2023, buying an estimated $1.46M and bringing the position to 16,664 shares worth $1.75M. The position accounts for 1% of the portfolio, ranked #25.

DB Wealth Management Group first reported a position in ITOT in Q4 2020 and has held it in 13 quarters since. 1,178 funds tracked by Wall St. Rank hold ITOT as of Q4 2023.

DB Wealth Management Group held 16,664 shares of iShares Core S&P Total US Stock Market ETF worth $1.75M as of Q4 2023.
DB Wealth Management Group bought 14,893 iShares Core S&P Total US Stock Market ETF shares in Q4 2023, an estimated $1.46M.
iShares Core S&P Total US Stock Market ETF made up 1% of DB Wealth Management Group's portfolio in Q4 2023, its #25 holding.
DB Wealth Management Group first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2020 and has held it in 13 quarters since.
1,178 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q4 2023.

Based on DB Wealth Management Group's 13F filing for Q4 2023, filed 9 Jan 2024.