DFPG Investments’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History
Bought
Maintained
Sold
Other funds holding ITOT
DFPG Investments's ITOT Position: Q4 2023 in Review
DFPG Investments reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 25% in Q4 2023, selling an estimated $295K and leaving 8,799 shares worth $910K. The position accounts for 0.07% of the portfolio, ranked #248.
DFPG Investments first reported a position in ITOT in Q1 2023 and has held it in 4 quarters since. The position peaked at $1.28M in Q2 2023. 1,178 funds tracked by Wall St. Rank hold ITOT as of Q4 2023.
- DFPG Investments held 8,799 shares of iShares Core S&P Total US Stock Market ETF worth $910K as of Q4 2023.
- DFPG Investments sold 3,007 iShares Core S&P Total US Stock Market ETF shares in Q4 2023, an estimated $295K.
- iShares Core S&P Total US Stock Market ETF made up 0.07% of DFPG Investments's portfolio in Q4 2023, its #248 holding.
- DFPG Investments first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2023 and has held it in 4 quarters since.
- DFPG Investments's iShares Core S&P Total US Stock Market ETF position peaked at $1.28M in Q2 2023.
- 1,178 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q4 2023.
Based on DFPG Investments's 13F filing for Q4 2023, filed 10 Jan 2024.