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

Family Asset 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 Q3	$1.58M	Sell	12,547 -29	-0.2%	-$3.51K	0.95%	27
2024 Q2	$1.49M	Sell	12,576 -1,351	-10%	-$155K	0.96%	25
2024 Q1	$1.61M	Sell	13,927 -464	-3%	-$50.9K	1%	22
2023 Q4	$1.51M	Sell	14,391 -352	-2%	-$34.5K	1.01%	22
2023 Q3	$1.39M	Sell	14,743 -8,504	-37%	-$836K	1.02%	22
2023 Q2	$2.27M	Sell	23,247 -3,790	-14%	-$350K	1.54%	16
2023 Q1	$2.45M	Sell	27,037 -3,194	-11%	-$284K	1.79%	13
2022 Q4	$2.56M	Buy	+30,231	New	+$2.58M	2.13%	13

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

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

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

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

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

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

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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

Family Asset Management's ITOT Position: Q3 2024 in Review

Family Asset Management reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.23% in Q3 2024, selling an estimated $3.51K and leaving 12,547 shares worth $1.58M. The position accounts for 0.95% of the portfolio, ranked #27.

Family Asset Management first reported a position in ITOT in Q4 2022 and has held it in 8 quarters since. The position peaked at $2.56M in Q4 2022. 1,279 funds tracked by Wall St. Rank hold ITOT as of Q3 2024.

Family Asset Management held 12,547 shares of iShares Core S&P Total US Stock Market ETF worth $1.58M as of Q3 2024.
Family Asset Management sold 29 iShares Core S&P Total US Stock Market ETF shares in Q3 2024, an estimated $3.51K.
iShares Core S&P Total US Stock Market ETF made up 0.95% of Family Asset Management's portfolio in Q3 2024, its #27 holding.
Family Asset Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2022 and has held it in 8 quarters since.
Family Asset Management's iShares Core S&P Total US Stock Market ETF position peaked at $2.56M in Q4 2022.
1,279 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2024.

Based on Family Asset Management's 13F filing for Q3 2024, filed 30 Oct 2024.