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Edge Capital Group’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Edge Capital 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
2024
Q4 		$965K Sell
7,501
-159
-2% -$20.6K 0.04% 167
2024
Q3 		$962K Buy
7,660
+159
+2% +$19.3K 0.04% 170
2024
Q2 		$891K Hold
7,501
– – 0.04% 176
2024
Q1 		$865K Buy
7,501
+227
+3% +$24.9K 0.04% 181
2023
Q4 		$765K Hold
7,274
– – 0.04% 184
2023
Q3 		$685K Hold
7,274
– – 0.04% 174
2023
Q2 		$712K Hold
7,274
– – 0.04% 192
2023
Q1 		$659K Buy
7,274
+3,821
+111% +$339K 0.04% 193
2022
Q4 		$293K Hold
3,453
– – 0.02% 241
2022
Q3 		$275K Hold
3,453
– – 0.02% 237
2022
Q2 		$289K Sell
3,453
-201
-6% -$18.3K 0.03% 235
2022
Q1 		$369K Hold
3,654
– – 0.03% 228
2021
Q4 		$391K Hold
3,654
– – 0.03% 221
2021
Q3 		$359K Hold
3,654
– – 0.03% 216
2021
Q2 		$361K Buy
3,654
+315
+9% +$30.3K 0.03% 212
2021
Q1 		$306K Sell
3,339
-438
-12% -$39.3K 0.03% 218
2020
Q4 		$326K Buy
3,777
+212
+6% +$17.2K 0.03% 203
2020
Q3 		$269K Hold
3,565
– – 0.03% 202
2020
Q2 		$248K Sell
3,565
-64,374
-95% -$4.21M 0.03% 193
2020
Q1 		$3.89M Sell
67,939
-6,143
-8% -$422K 0.46% 51
2019
Q4 		$5.38M Hold
74,082
– – 0.52% 51
2019
Q3 		$4.97M Buy
74,082
+1,681
+2% +$113K 0.5% 55
2019
Q2 		$4.82M Buy
72,401
+9,146
+14% +$599K 0.46% 58
2019
Q1 		$4.07M Sell
63,255
-3,821
-6% -$237K 0.4% 58
2018
Q4 		$3.81M Buy
+67,076
New +$4.12M 0.41% 57

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

Edge Capital Group's ITOT Position: Q4 2024 in Review

Edge Capital Group reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 2.1% in Q4 2024, selling an estimated $20.6K and leaving 7,501 shares worth $965K. The position accounts for 0.04% of the portfolio, ranked #167.

Edge Capital Group first reported a position in ITOT in Q4 2018 and has held it in 25 quarters since. The position peaked at $5.38M in Q4 2019. 1,429 funds tracked by Wall St. Rank hold ITOT as of Q4 2024.

  • Edge Capital Group held 7,501 shares of iShares Core S&P Total US Stock Market ETF worth $965K as of Q4 2024.
  • Edge Capital Group sold 159 iShares Core S&P Total US Stock Market ETF shares in Q4 2024, an estimated $20.6K.
  • iShares Core S&P Total US Stock Market ETF made up 0.04% of Edge Capital Group's portfolio in Q4 2024, its #167 holding.
  • Edge Capital Group first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2018 and has held it in 25 quarters since.
  • Edge Capital Group's iShares Core S&P Total US Stock Market ETF position peaked at $5.38M in Q4 2019.
  • 1,429 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q4 2024.

Based on Edge Capital Group's 13F filing for Q4 2024, filed 4 Feb 2025.