First Personal Financial Services’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

First Personal Financial Services’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	$149K	Hold	1,189	–	–	0.03%	134
2024 Q2	$141K	Hold	1,189	–	–	0.03%	137
2024 Q1	$137K	Hold	1,189	–	–	0.03%	138
2023 Q4	$125K	Hold	1,189	–	–	0.03%	144
2023 Q3	$112K	Hold	1,189	–	–	0.03%	144
2023 Q2	$116K	Hold	1,189	–	–	0.03%	147
2023 Q1	$108K	Sell	1,189 -555	-32%	-$49.3K	0.03%	147
2022 Q4	$148K	Hold	1,744	–	–	0.04%	130
2022 Q3	$139K	Buy	1,744 +1,180	+209%	+$104K	0.04%	123
2022 Q2	$47K	Hold	564	–	–	0.01%	172
2022 Q1	$57K	Hold	564	–	–	0.01%	177
2021 Q4	$60K	Hold	564	–	–	0.01%	183
2021 Q3	$55K	Hold	564	–	–	0.01%	185
2021 Q2	$56K	Buy	+564	New	+$54.2K	0.01%	188
2019 Q4	–	Sell	-400	Closed	-$27K	–	560
2019 Q3	$27K	Hold	400	–	–	0.01%	302
2019 Q2	$27K	Hold	400	–	–	0.01%	368
2019 Q1	$26K	Hold	400	–	–	0.01%	364
2018 Q4	$23K	Hold	400	–	–	0.01%	363
2018 Q3	$27K	Hold	400	–	–	0.01%	366
2018 Q2	$25K	Hold	400	–	–	0.01%	365
2018 Q1	$24K	Hold	400	–	–	0.01%	592
2017 Q4	$24K	Hold	400	–	–	﹤0.01%	618
2017 Q3	$23K	Hold	400	–	–	﹤0.01%	565
2017 Q2	$22K	Hold	400	–	–	﹤0.01%	566
2017 Q1	$22K	Hold	400	–	–	0.01%	546
2016 Q4	$21K	Hold	400	–	–	0.01%	545
2016 Q3	$20K	Buy	+400	New	+$19.7K	0.01%	442
2016 Q1	–	Sell	-594	Closed	-$28K	–	349
2015 Q4	$28K	Buy	+594	New	+$27.8K	0.02%	219

Other funds holding ITOT

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

First Personal Financial Services's ITOT Position: Q3 2024 in Review

First Personal Financial Services held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q3 2024 at 1,189 shares worth $149K. The position accounts for 0.03% of the portfolio, ranked #134.

First Personal Financial Services first reported a position in ITOT in Q4 2015 and has held it in 28 quarters since. 1,282 funds tracked by Wall St. Rank hold ITOT as of Q3 2024.

First Personal Financial Services held 1,189 shares of iShares Core S&P Total US Stock Market ETF worth $149K as of Q3 2024.
First Personal Financial Services left its iShares Core S&P Total US Stock Market ETF share count unchanged in Q3 2024.
iShares Core S&P Total US Stock Market ETF made up 0.03% of First Personal Financial Services's portfolio in Q3 2024, its #134 holding.
First Personal Financial Services first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2015 and has held it in 28 quarters since.
1,282 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.