Gallagher Benefit Services’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Gallagher Benefit 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
2022 Q4	$216K	Buy	+2,541	New	+$217K	0.05%	171

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

TAIM

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

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

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SWM

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

Gallagher Benefit Services's ITOT Position: Q4 2022 in Review

Gallagher Benefit Services opened a new position in iShares Core S&P Total US Stock Market ETF (ITOT) in Q4 2022: 2,541 shares worth $216K. The stake represents 0.05% of the portfolio and ranks #171 among its holdings.

1,066 funds tracked by Wall St. Rank hold ITOT as of Q4 2022.

Gallagher Benefit Services held 2,541 shares of iShares Core S&P Total US Stock Market ETF worth $216K as of Q4 2022.
iShares Core S&P Total US Stock Market ETF was a new Gallagher Benefit Services position in Q4 2022.
iShares Core S&P Total US Stock Market ETF made up 0.05% of Gallagher Benefit Services's portfolio in Q4 2022, its #171 holding.
1,066 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q4 2022.

Based on Gallagher Benefit Services's 13F filing for Q4 2022, filed 27 Feb 2023.