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

Fort Pitt Capital 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
2024
Q3 		$1.05M Buy
8,379
+5
+0.1% +$605 0.03% 84
2024
Q2 		$995K Sell
8,374
-285
-3% -$32.7K 0.03% 80
2024
Q1 		$998K Sell
8,659
-124
-1% -$13.6K 0.03% 80
2023
Q4 		$924K Sell
8,783
-1,653
-16% -$162K 0.03% 86
2023
Q3 		$983K Sell
10,436
-870
-8% -$85.5K 0.04% 77
2023
Q2 		$1.11M Sell
11,306
-1,014
-8% -$93.7K 0.04% 70
2023
Q1 		$1.12M Sell
12,320
-3,544
-22% -$315K 0.04% 72
2022
Q4 		$1.35M Sell
15,864
-364
-2% -$31.1K 0.05% 76
2022
Q3 		$1.29M Sell
16,228
-421
-3% -$37.2K 0.06% 70
2022
Q2 		$1.4M Sell
16,649
-80
-0.5% -$7.29K 0.06% 73
2022
Q1 		$1.69M Sell
16,729
-3,245
-16% -$324K 0.06% 69
2021
Q4 		$2.14M Sell
19,974
-69
-0.3% -$7.21K 0.08% 70
2021
Q3 		$1.97M Sell
20,043
-24,560
-55% -$2.48M 0.08% 66
2021
Q2 		$4.41M Sell
44,603
-115
-0.3% -$11.1K 0.18% 63
2021
Q1 		$4.1M Sell
44,718
-623
-1% -$55.9K 0.18% 60
2020
Q4 		$3.91M Sell
45,341
-3,209
-7% -$260K 0.19% 59
2020
Q3 		$3.67M Sell
48,550
-3,104
-6% -$232K 0.2% 61
2020
Q2 		$3.59M Sell
51,654
-2,015
-4% -$132K 0.21% 67
2020
Q1 		$3.07M Sell
53,669
-60,295
-53% -$4.14M 0.21% 69
2019
Q4 		$8.28M Buy
113,964
+29,102
+34% +$2.02M 0.47% 44
2019
Q3 		$5.69M Buy
84,862
+4,228
+5% +$283K 0.35% 54
2019
Q2 		$5.37M Sell
80,634
-9,570
-11% -$627K 0.39% 42
2019
Q1 		$5.81M Sell
90,204
-120,468
-57% -$7.47M 0.43% 43
2018
Q4 		$12M Buy
210,672
+193,676
+1,140% +$11.9M 0.92% 32
2018
Q3 		$1.13M Sell
16,996
-26,027
-60% -$1.71M 0.08% 70
2018
Q2 		$2.69M Sell
43,023
-2,309
-5% -$143K 0.21% 49
2018
Q1 		$2.74M Sell
45,332
-4,248
-9% -$265K 0.22% 46
2017
Q4 		$3.03M Buy
49,580
+24,587
+98% +$1.47M 0.24% 51
2017
Q3 		$1.44M Sell
24,993
-1,874
-7% -$106K 0.12% 61
2017
Q2 		$1.49M Sell
26,867
-14,593
-35% -$801K 0.14% 57
2017
Q1 		$2.24M Sell
41,460
-6,934
-14% -$370K 0.21% 49
2016
Q4 		$2.48M Buy
+48,394
New +$2.42M 0.25% 47

Other funds holding ITOT

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

Fort Pitt Capital Group's ITOT Position: Q3 2024 in Review

Fort Pitt Capital Group increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.06% in Q3 2024, buying an estimated $605 and bringing the position to 8,379 shares worth $1.05M. The position accounts for 0.03% of the portfolio, ranked #84.

Fort Pitt Capital Group first reported a position in ITOT in Q4 2016 and has held it in 32 quarters since. The position peaked at $12M in Q4 2018. 1,282 funds tracked by Wall St. Rank hold ITOT as of Q3 2024.

  • Fort Pitt Capital Group held 8,379 shares of iShares Core S&P Total US Stock Market ETF worth $1.05M as of Q3 2024.
  • Fort Pitt Capital Group bought 5 iShares Core S&P Total US Stock Market ETF shares in Q3 2024, an estimated $605.
  • iShares Core S&P Total US Stock Market ETF made up 0.03% of Fort Pitt Capital Group's portfolio in Q3 2024, its #84 holding.
  • Fort Pitt Capital Group first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2016 and has held it in 32 quarters since.
  • Fort Pitt Capital Group's iShares Core S&P Total US Stock Market ETF position peaked at $12M in Q4 2018.
  • 1,282 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2024.

Based on Fort Pitt Capital Group's 13F filing for Q3 2024, filed 29 Oct 2024.