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Foster Dykema Cabot & Co’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Foster Dykema Cabot & Co’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 		$37K Hold
397
– – ﹤0.01% 174
2023
Q2 		$39K Buy
397
+2
+0.5% +$185 ﹤0.01% 177
2023
Q1 		$36K Buy
+395
New +$35.1K ﹤0.01% 157

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 $8.74B AUM 14.62% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Foster Dykema Cabot & Co's ITOT Position: Q3 2023 in Review

Foster Dykema Cabot & Co held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q3 2023 at 397 shares worth $37K. The position accounts for ﹤0.01% of the portfolio, ranked #174.

Foster Dykema Cabot & Co first reported a position in ITOT in Q1 2023 and has held it in 3 quarters since. The position peaked at $39K in Q2 2023. 1,072 funds tracked by Wall St. Rank hold ITOT as of Q3 2023.

  • Foster Dykema Cabot & Co held 397 shares of iShares Core S&P Total US Stock Market ETF worth $37K as of Q3 2023.
  • Foster Dykema Cabot & Co left its iShares Core S&P Total US Stock Market ETF share count unchanged in Q3 2023.
  • iShares Core S&P Total US Stock Market ETF made up ﹤0.01% of Foster Dykema Cabot & Co's portfolio in Q3 2023, its #174 holding.
  • Foster Dykema Cabot & Co first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2023 and has held it in 3 quarters since.
  • Foster Dykema Cabot & Co's iShares Core S&P Total US Stock Market ETF position peaked at $39K 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 Foster Dykema Cabot & Co's 13F filing for Q3 2023, filed 14 Nov 2023.