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

Drive Wealth 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
2024
Q4 		– Sell
-3,174
Closed -$399K – 360
2024
Q3 		$399K Buy
3,174
+622
+24% +$75.3K 0.1% 163
2024
Q2 		$303K Buy
2,552
+6
+0.2% +$689 0.08% 191
2024
Q1 		$294K Sell
2,546
-170
-6% -$18.6K 0.08% 207
2023
Q4 		$286K Sell
2,716
-36
-1% -$3.53K 0.09% 203
2023
Q3 		$260K Hold
2,752
– – 0.1% 195
2023
Q2 		$269K Sell
2,752
-38
-1% -$3.51K 0.1% 195
2023
Q1 		$253K Sell
2,790
-114
-4% -$10.1K 0.11% 210
2022
Q4 		$246K Buy
+2,904
New +$248K 0.12% 185
2022
Q2 		– Sell
-3,094
Closed -$312K – 178
2022
Q1 		$312K Sell
3,094
-24
-0.8% -$2.39K 0.26% 97
2021
Q4 		$334K Buy
+3,118
New +$326K 0.29% 90

Other funds holding ITOT

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Drive Wealth Management's ITOT Position: Q4 2024 in Review

Drive Wealth Management sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q4 2024, closing a stake of 3,174 shares — an estimated $399K sold.

Drive Wealth Management first reported a position in ITOT in Q4 2021 and held it in 10 quarters. The position peaked at $399K in Q3 2024. 1,429 funds tracked by Wall St. Rank hold ITOT as of Q4 2024.

  • Drive Wealth Management reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q4 2024 after selling out during the quarter.
  • Drive Wealth Management sold 3,174 iShares Core S&P Total US Stock Market ETF shares in Q4 2024, an estimated $399K.
  • Drive Wealth Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2021 and held it in 10 quarters.
  • Drive Wealth Management's iShares Core S&P Total US Stock Market ETF position peaked at $399K in Q3 2024.
  • 1,429 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q4 2024.

Based on Drive Wealth Management's 13F filing for Q4 2024, filed 22 Jan 2025.