First American Bank’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

First American Bank’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 Q2	–	Sell	-1,852	Closed	-$214K	–	169
2024 Q1	$214K	Buy	+1,852	New	+$203K	0.02%	165
2018 Q4	–	Sell	-5,052	Closed	-$337K	–	321
2018 Q3	$337K	Buy	+5,052	New	+$331K	0.02%	278

Other funds holding ITOT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Charles Schwab San Francisco, California $654B AUM 26.35% 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

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

First American Bank's ITOT Position: Q2 2024 in Review

First American Bank sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q2 2024, closing a stake of 1,852 shares — an estimated $214K sold.

First American Bank first reported a position in ITOT in Q3 2018 and held it in 2 quarters. The position peaked at $337K in Q3 2018. 1,241 funds tracked by Wall St. Rank hold ITOT as of Q2 2024.

First American Bank reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q2 2024 after selling out during the quarter.
First American Bank sold 1,852 iShares Core S&P Total US Stock Market ETF shares in Q2 2024, an estimated $214K.
First American Bank first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2018 and held it in 2 quarters.
First American Bank's iShares Core S&P Total US Stock Market ETF position peaked at $337K in Q3 2018.
1,241 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2024.

Based on First American Bank's 13F filing for Q2 2024, filed 30 Jul 2024.