FWM
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Focused Wealth Management’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Focused Wealth 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
2023
Q3 		– Sell
-48
Closed -$4.67K – 1072
2023
Q2 		$4.67K Buy
+48
New +$4.44K ﹤0.01% 684

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
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Focused Wealth Management's ITOT Position: Q3 2023 in Review

Focused Wealth Management sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q3 2023, closing a stake of 48 shares — an estimated $4.67K sold.

Focused Wealth Management first reported a position in ITOT in Q2 2023 and held it in 1 quarter. The position peaked at $4.67K in Q2 2023. 1,072 funds tracked by Wall St. Rank hold ITOT as of Q3 2023.

  • Focused Wealth Management reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q3 2023 after selling out during the quarter.
  • Focused Wealth Management sold 48 iShares Core S&P Total US Stock Market ETF shares in Q3 2023, an estimated $4.67K.
  • Focused Wealth Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2023 and held it in 1 quarter.
  • Focused Wealth Management's iShares Core S&P Total US Stock Market ETF position peaked at $4.67K in Q2 2023.
  • 1,072 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2023.

Based on Focused Wealth Management's 13F filing for Q3 2023, filed 1 Nov 2023.