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

Exchange Capital 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
2023
Q2 		– Sell
-2,394
Closed -$217K – 177
2023
Q1 		$217K Sell
2,394
-53
-2% -$4.71K 0.04% 168
2022
Q4 		$208K Buy
+2,447
New +$209K 0.05% 159
2022
Q2 		– Sell
-2,053
Closed -$207K – 161
2022
Q1 		$207K Sell
2,053
-67
-3% -$6.68K 0.04% 160
2021
Q4 		$227K Sell
2,120
-179
-8% -$18.7K 0.04% 163
2021
Q3 		$226K Sell
2,299
-35
-1% -$3.54K 0.04% 161
2021
Q2 		$231K Sell
2,334
-200
-8% -$19.2K 0.04% 158
2021
Q1 		$232K Sell
2,534
-63
-2% -$5.65K 0.05% 157
2020
Q4 		$224K Sell
2,597
-135
-5% -$10.9K 0.05% 154
2020
Q3 		$206K Sell
2,732
-630
-19% -$47K 0.05% 150
2020
Q2 		$233K Buy
+3,362
New +$220K 0.06% 147
2020
Q1 		– Sell
-4,005
Closed -$291K – 147
2019
Q4 		$291K Sell
4,005
-419
-9% -$29.2K 0.07% 136
2019
Q3 		$297K Sell
4,424
-644
-13% -$43.1K 0.08% 133
2019
Q2 		$338K Sell
5,068
-75
-1% -$4.91K 0.09% 121
2019
Q1 		$331K Buy
5,143
+120
+2% +$7.44K 0.09% 121
2018
Q4 		$285K Buy
5,023
+4,848
+2,770% +$298K 0.09% 124
2018
Q3 		$12K Buy
175
+160
+1,067% +$10.5K ﹤0.01% 230
2018
Q2 		$1K Hold
15
– – ﹤0.01% 250
2018
Q1 		$1K Hold
15
– – ﹤0.01% 237
2017
Q4 		$1K Hold
15
– – ﹤0.01% 227
2017
Q3 		$1K Buy
+15
New +$846 ﹤0.01% 242

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
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
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
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CS
Cisco Systems San Jose, California $405M AUM 4.84% 1-Year Est. Return

Exchange Capital Management's ITOT Position: Q2 2023 in Review

Exchange Capital Management sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q2 2023, closing a stake of 2,394 shares — an estimated $217K sold.

Exchange Capital Management first reported a position in ITOT in Q3 2017 and held it in 20 quarters. The position peaked at $338K in Q2 2019. 1,074 funds tracked by Wall St. Rank hold ITOT as of Q2 2023.

  • Exchange Capital Management reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q2 2023 after selling out during the quarter.
  • Exchange Capital Management sold 2,394 iShares Core S&P Total US Stock Market ETF shares in Q2 2023, an estimated $217K.
  • Exchange Capital Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2017 and held it in 20 quarters.
  • Exchange Capital Management's iShares Core S&P Total US Stock Market ETF position peaked at $338K in Q2 2019.
  • 1,074 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2023.

Based on Exchange Capital Management's 13F filing for Q2 2023, filed 24 Jul 2023.