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

Executive 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 		$66.4M Sell
515,976
-10,934
-2% -$1.42M 5.2% 1
2024
Q3 		$66.2M Buy
+526,910
New +$63.8M 5.19% 1
2024
Q2 		– Sell
-580,715
Closed -$66.8M – 186
2024
Q1 		$66.8M Buy
580,715
+49,698
+9% +$5.45M 5.85% 1
2023
Q4 		$55.9M Buy
531,017
+143,995
+37% +$14.1M 5.26% 1
2023
Q3 		$36.5M Sell
387,022
-148,928
-28% -$14.6M 3.77% 4
2023
Q2 		$52.4M Buy
535,950
+202,853
+61% +$18.8M 5.43% 1
2023
Q1 		$30.2M Sell
333,097
-22,200
-6% -$1.97M 3.35% 8
2022
Q4 		$30.1M Buy
355,297
+332,225
+1,440% +$28.4M 3.7% 4
2022
Q3 		$23.1K Sell
23,072
-173,494
-88% -$15.3M 3.21% 6
2022
Q2 		$16.5M Sell
196,566
-21,107
-10% -$1.92M 2.21% 9
2022
Q1 		$22M Sell
217,673
-354,585
-62% -$35.4M 2.38% 9
2021
Q4 		$61.2M Sell
572,258
-2,183
-0.4% -$228K 6.09% 1
2021
Q3 		$56.5M Sell
574,441
-16,637
-3% -$1.68M 6.24% 1
2021
Q2 		$58.4M Sell
591,078
-23,179
-4% -$2.23M 6.4% 1
2021
Q1 		$56.3M Sell
614,257
-92,082
-13% -$8.26M 6.6% 1
2020
Q4 		$60.9M Sell
706,339
-21,244
-3% -$1.72M 7.49% 1
2020
Q3 		$54.9M Buy
727,583
+326,058
+81% +$24.3M 7.6% 2
2020
Q2 		$27.9M Buy
401,525
+139,810
+53% +$9.14M 4.19% 6
2020
Q1 		$15M Sell
261,715
-149,150
-36% -$10.2M 2.66% 7
2019
Q4 		$29.9M Sell
410,865
-85,534
-17% -$5.95M 4.09% 6
2019
Q3 		$33.3M Buy
496,399
+21,295
+4% +$1.43M 5.05% 5
2019
Q2 		$31.7M Buy
475,104
+40,952
+9% +$2.68M 4.48% 5
2019
Q1 		$28M Sell
434,152
-9,162
-2% -$568K 5% 3
2018
Q4 		$25.2M Buy
+443,314
New +$27.2M 4.43% 4

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

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

Executive Wealth Management reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 2.1% in Q4 2024, selling an estimated $1.42M and leaving 515,976 shares worth $66.4M. The position accounts for 5.2% of the portfolio, ranked #1.

Executive Wealth Management first reported a position in ITOT in Q4 2018 and has held it in 24 quarters since. The position peaked at $66.8M in Q1 2024. 1,429 funds tracked by Wall St. Rank hold ITOT as of Q4 2024.

  • Executive Wealth Management held 515,976 shares of iShares Core S&P Total US Stock Market ETF worth $66.4M as of Q4 2024.
  • Executive Wealth Management sold 10,934 iShares Core S&P Total US Stock Market ETF shares in Q4 2024, an estimated $1.42M.
  • iShares Core S&P Total US Stock Market ETF made up 5.2% of Executive Wealth Management's portfolio in Q4 2024, its #1 holding.
  • Executive Wealth Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2018 and has held it in 24 quarters since.
  • Executive Wealth Management's iShares Core S&P Total US Stock Market ETF position peaked at $66.8M in Q1 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 Executive Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.