Empirical Finance’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Empirical Finance’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 Q4	–	Sell	-2,328	Closed	-$219K	–	520
2023 Q3	$219K	Buy	2,328 +1	+0%	+$98	0.02%	506
2023 Q2	$228K	Sell	2,327 -5	-0.2%	-$462	0.02%	496
2023 Q1	$211K	Buy	+2,332	New	+$207K	0.02%	489
2022 Q2	–	Sell	-2,249	Closed	-$227K	–	479
2022 Q1	$227K	Sell	2,249 -36	-2%	-$3.59K	0.03%	458
2021 Q4	$244K	Sell	2,285 -1,193	-34%	-$125K	0.03%	434
2021 Q3	$342K	Hold	3,478	–	–	0.05%	327
2021 Q2	$343K	Sell	3,478 -1,135	-25%	-$109K	0.06%	306
2021 Q1	$398K	Hold	4,613	–	–	0.07%	217
2020 Q4	$398K	Sell	4,613 -7	-0.2%	-$567	0.07%	217
2020 Q3	$349K	Sell	4,620 -9	-0.2%	-$672	0.07%	208
2020 Q2	$321K	Buy	+4,629	New	+$303K	0.08%	195

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

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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Empirical Finance's ITOT Position: Q4 2023 in Review

Empirical Finance sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q4 2023, closing a stake of 2,328 shares — an estimated $219K sold.

Empirical Finance first reported a position in ITOT in Q2 2020 and held it in 11 quarters. The position peaked at $398K in Q1 2021. 1,178 funds tracked by Wall St. Rank hold ITOT as of Q4 2023.

Empirical Finance reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q4 2023 after selling out during the quarter.
Empirical Finance sold 2,328 iShares Core S&P Total US Stock Market ETF shares in Q4 2023, an estimated $219K.
Empirical Finance first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2020 and held it in 11 quarters.
Empirical Finance's iShares Core S&P Total US Stock Market ETF position peaked at $398K in Q1 2021.
1,178 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q4 2023.

Based on Empirical Finance's 13F filing for Q4 2023, filed 14 Feb 2024.