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Delta Investment Management’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Delta Investment Management’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
-29,811
Closed -$3.01M – 146
2022
Q1 		$3.01M Sell
29,811
-23,804
-44% -$2.37M 0.89% 26
2021
Q4 		$5.74M Sell
53,615
-9,544
-15% -$998K 1.65% 17
2021
Q3 		$6.21M Buy
+63,159
New +$6.39M 1.95% 15

Other funds holding ITOT

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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

Delta Investment Management's ITOT Position: Q2 2022 in Review

Delta Investment Management sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q2 2022, closing a stake of 29,811 shares — an estimated $3.01M sold.

Delta Investment Management first reported a position in ITOT in Q3 2021 and held it in 3 quarters. The position peaked at $6.21M in Q3 2021. 993 funds tracked by Wall St. Rank hold ITOT as of Q2 2022.

  • Delta Investment Management reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q2 2022 after selling out during the quarter.
  • Delta Investment Management sold 29,811 iShares Core S&P Total US Stock Market ETF shares in Q2 2022, an estimated $3.01M.
  • Delta Investment Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2021 and held it in 3 quarters.
  • Delta Investment Management's iShares Core S&P Total US Stock Market ETF position peaked at $6.21M in Q3 2021.
  • 993 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2022.

Based on Delta Investment Management's 13F filing for Q2 2022, filed 20 Jul 2022.