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

Delos Wealth Advisors’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 Q1	–	Sell	-593	Closed	-$50.2K	–	405
2022 Q4	$50.2K	Hold	593	–	–	0.08%	58
2022 Q3	$47K	Hold	593	–	–	0.06%	59
2022 Q2	$50K	Hold	593	–	–	0.06%	59
2022 Q1	$60K	Hold	593	–	–	0.06%	70
2021 Q4	$63K	Hold	593	–	–	0.06%	68
2021 Q3	$58K	Hold	593	–	–	0.06%	56
2021 Q2	$59K	Buy	+593	New	+$57K	0.07%	52

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

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cisco Systems San Jose, California $405M AUM 4.84% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return

Delos Wealth Advisors's ITOT Position: Q1 2023 in Review

Delos Wealth Advisors sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q1 2023, closing a stake of 593 shares — an estimated $50.2K sold.

Delos Wealth Advisors first reported a position in ITOT in Q2 2021 and held it in 7 quarters. The position peaked at $63K in Q4 2021. 1,053 funds tracked by Wall St. Rank hold ITOT as of Q1 2023.

Delos Wealth Advisors reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q1 2023 after selling out during the quarter.
Delos Wealth Advisors sold 593 iShares Core S&P Total US Stock Market ETF shares in Q1 2023, an estimated $50.2K.
Delos Wealth Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2021 and held it in 7 quarters.
Delos Wealth Advisors's iShares Core S&P Total US Stock Market ETF position peaked at $63K in Q4 2021.
1,053 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2023.

Based on Delos Wealth Advisors's 13F filing for Q1 2023, filed 15 May 2023.