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Fi3 Financial Advisors’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Fi3 Financial Advisors’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
-2,972
Closed -$269K – 75
2023
Q1 		$269K Buy
2,972
+1
+0% +$89 0.14% 57
2022
Q4 		$252K Buy
+2,971
New +$254K 0.14% 55

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

Fi3 Financial Advisors's ITOT Position: Q2 2023 in Review

Fi3 Financial Advisors sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q2 2023, closing a stake of 2,972 shares — an estimated $269K sold.

Fi3 Financial Advisors first reported a position in ITOT in Q4 2022 and held it in 2 quarters. The position peaked at $269K in Q1 2023. 1,074 funds tracked by Wall St. Rank hold ITOT as of Q2 2023.

  • Fi3 Financial Advisors reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q2 2023 after selling out during the quarter.
  • Fi3 Financial Advisors sold 2,972 iShares Core S&P Total US Stock Market ETF shares in Q2 2023, an estimated $269K.
  • Fi3 Financial Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2022 and held it in 2 quarters.
  • Fi3 Financial Advisors's iShares Core S&P Total US Stock Market ETF position peaked at $269K in Q1 2023.
  • 1,074 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2023.

Based on Fi3 Financial Advisors's 13F filing for Q2 2023, filed 8 Aug 2023.