Geier Asset Management’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q2
$427K Buy
4,323
+214
+5% +$20.6K 0.3% 62
2021
Q1
$396K Buy
4,109
+221
+6% +$19.8K 0.29% 65
2020
Q4
$345K Buy
+3,888
New +$315K 0.28% 62

Other funds holding ITOT

Geier Asset Management's ITOT Position: Q2 2021 in Review

Geier Asset Management increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 5.2% in Q2 2021, buying an estimated $20.6K and bringing the position to 4,323 shares worth $427K. The position accounts for 0.3% of the portfolio, ranked #62.

Geier Asset Management first reported a position in ITOT in Q4 2020 and has held it in 3 quarters since. 860 funds tracked by Wall St. Rank hold ITOT as of Q2 2021.

  • Geier Asset Management held 4,323 shares of iShares Core S&P Total US Stock Market ETF worth $427K as of Q2 2021.
  • Geier Asset Management bought 214 iShares Core S&P Total US Stock Market ETF shares in Q2 2021, an estimated $20.6K.
  • iShares Core S&P Total US Stock Market ETF made up 0.3% of Geier Asset Management's portfolio in Q2 2021, its #62 holding.
  • Geier Asset Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2020 and has held it in 3 quarters since.
  • 860 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2021.

Based on Geier Asset Management's 13F filing for Q2 2021, filed 12 Jul 2021.