First Capital Advisors Group’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

First Capital Advisors Group’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	$4.63M	Buy	47,285 +429	+0.9%	+$39.7K	2.41%	7
2023 Q1	$4.24M	Buy	46,856 +46,852	+1,171,300%	+$4.16M	2.73%	7
2022 Q4	$315	Sell	4 -2	-33%	-$171	﹤0.01%	222
2022 Q3	$1K	Buy	+6	New	+$531	﹤0.01%	210

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

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 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

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cisco Systems San Jose, California $405M AUM 4.84% 1-Year Est. Return

First Capital Advisors Group's ITOT Position: Q2 2023 in Review

First Capital Advisors Group increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.92% in Q2 2023, buying an estimated $39.7K and bringing the position to 47,285 shares worth $4.63M. The position accounts for 2.41% of the portfolio, ranked #7.

First Capital Advisors Group first reported a position in ITOT in Q3 2022 and has held it in 4 quarters since. 1,074 funds tracked by Wall St. Rank hold ITOT as of Q2 2023.

First Capital Advisors Group held 47,285 shares of iShares Core S&P Total US Stock Market ETF worth $4.63M as of Q2 2023.
First Capital Advisors Group bought 429 iShares Core S&P Total US Stock Market ETF shares in Q2 2023, an estimated $39.7K.
iShares Core S&P Total US Stock Market ETF made up 2.41% of First Capital Advisors Group's portfolio in Q2 2023, its #7 holding.
First Capital Advisors Group first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2022 and has held it in 4 quarters since.
1,074 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2023.

Based on First Capital Advisors Group's 13F filing for Q2 2023, filed 15 Aug 2023.