Goodwin Investment Advisory’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Goodwin Investment Advisory’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 Q1	–	Sell	-317	Closed	-$33.4K	–	60
2023 Q4	$33.4K	Hold	317	–	–	0.02%	49
2023 Q3	$29.9K	Hold	317	–	–	0.02%	67
2023 Q2	$31K	Hold	317	–	–	0.02%	66
2023 Q1	$28.7K	Hold	317	–	–	0.02%	66
2022 Q4	$26.9K	Hold	317	–	–	0.02%	112
2022 Q3	$25K	Hold	317	–	–	0.02%	117
2022 Q2	$26.6K	Hold	317	–	–	0.02%	92
2022 Q1	$32K	Hold	317	–	–	0.02%	104
2021 Q4	$34K	Hold	317	–	–	0.03%	95
2021 Q3	$31K	Hold	317	–	–	0.03%	90
2021 Q2	$31K	Hold	317	–	–	0.03%	88
2021 Q1	$29K	Hold	317	–	–	0.03%	100
2020 Q4	$27K	Buy	+317	New	+$25.7K	0.03%	57

Other funds holding ITOT

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SWM

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

Goodwin Investment Advisory's ITOT Position: Q1 2024 in Review

Goodwin Investment Advisory sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q1 2024, closing a stake of 317 shares — an estimated $33.4K sold.

Goodwin Investment Advisory first reported a position in ITOT in Q4 2020 and held it in 13 quarters. The position peaked at $34K in Q4 2021. 1,224 funds tracked by Wall St. Rank hold ITOT as of Q1 2024.

Goodwin Investment Advisory reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q1 2024 after selling out during the quarter.
Goodwin Investment Advisory sold 317 iShares Core S&P Total US Stock Market ETF shares in Q1 2024, an estimated $33.4K.
Goodwin Investment Advisory first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2020 and held it in 13 quarters.
Goodwin Investment Advisory's iShares Core S&P Total US Stock Market ETF position peaked at $34K in Q4 2021.
1,224 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2024.

Based on Goodwin Investment Advisory's 13F filing for Q1 2024, filed 6 May 2024.