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ITOT icon

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

GenWealth 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
2021
Q1 		– Sell
-2,827
Closed -$244K – 70
2020
Q4 		$244K Sell
2,827
-439
-13% -$35.6K 0.08% 62
2020
Q3 		$252K Sell
3,266
-1,978
-38% -$148K 0.09% 59
2020
Q2 		$366K Sell
5,244
-79
-1% -$5.16K 0.14% 54
2020
Q1 		$304K Sell
5,323
-598
-10% -$41K 0.13% 44
2019
Q4 		$430K Sell
5,921
-750
-11% -$52.2K 0.17% 48
2019
Q3 		$447K Hold
6,671
– – 0.19% 47
2019
Q2 		$448K Sell
6,671
-46
-0.7% -$3.01K 0.19% 48
2019
Q1 		$437K Buy
6,717
+15
+0.2% +$930 0.2% 44
2018
Q4 		$380K Sell
6,702
-156
-2% -$9.59K 0.19% 40
2018
Q3 		$457K Sell
6,858
-27
-0.4% -$1.77K 0.21% 41
2018
Q2 		$430K Sell
6,885
-443
-6% -$27.5K 0.21% 39
2018
Q1 		$443K Sell
7,328
-95
-1% -$5.93K 0.23% 37
2017
Q4 		$479K Sell
7,423
-618
-8% -$36.8K 0.24% 38
2017
Q3 		$463K Sell
8,041
-825
-9% -$46.5K 0.28% 32
2017
Q2 		$491K Buy
+8,866
New +$487K 0.33% 29

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
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
SW
SVB Wealth Boston, Massachusetts $1.52B AUM 21.38% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

GenWealth Group's ITOT Position: Q1 2021 in Review

GenWealth Group sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q1 2021, closing a stake of 2,827 shares — an estimated $244K sold.

GenWealth Group first reported a position in ITOT in Q2 2017 and held it in 15 quarters. The position peaked at $491K in Q2 2017. 820 funds tracked by Wall St. Rank hold ITOT as of Q1 2021.

  • GenWealth Group reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q1 2021 after selling out during the quarter.
  • GenWealth Group sold 2,827 iShares Core S&P Total US Stock Market ETF shares in Q1 2021, an estimated $244K.
  • GenWealth Group first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2017 and held it in 15 quarters.
  • GenWealth Group's iShares Core S&P Total US Stock Market ETF position peaked at $491K in Q2 2017.
  • 820 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2021.

Based on GenWealth Group's 13F filing for Q1 2021, filed 26 Apr 2021.