GYL Financial Synergies’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

GYL Financial Synergies’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 Q3	$753K	Hold	5,993	–	–	0.06%	205
2024 Q2	$712K	Hold	5,993	–	–	0.06%	207
2024 Q1	$691K	Hold	5,993	–	–	0.05%	208
2023 Q4	$631K	Hold	5,993	–	–	0.05%	220
2023 Q3	$564K	Buy	5,993 +2,105	+54%	+$207K	0.05%	224
2023 Q2	$380K	Buy	3,888 +108	+3%	+$9.98K	0.03%	261
2023 Q1	$342K	Hold	3,780	–	–	0.04%	228
2022 Q4	$321K	Hold	3,780	–	–	0.07%	170
2022 Q3	$301K	Hold	3,780	–	–	0.08%	152
2022 Q2	$317K	Sell	3,780 -654	-15%	-$59.6K	0.09%	146
2022 Q1	$448K	Hold	4,434	–	–	0.11%	117
2021 Q4	$474K	Hold	4,434	–	–	0.13%	127
2021 Q3	$436K	Hold	4,434	–	–	0.22%	115
2021 Q2	$438K	Hold	4,434	–	–	0.23%	113
2021 Q1	$406K	Hold	4,434	–	–	0.22%	113
2020 Q4	$382K	Hold	4,434	–	–	0.22%	111
2020 Q3	$335K	Buy	4,434 +654	+17%	+$48.8K	0.22%	117
2020 Q2	$262K	Hold	3,780	–	–	0.19%	127
2020 Q1	$216K	Hold	3,780	–	–	0.14%	131
2019 Q4	$275K	Sell	3,780 -463	-11%	-$32.2K	0.12%	143
2019 Q3	$285K	Buy	4,243 +463	+12%	+$31K	0.14%	127
2019 Q2	$252K	Hold	3,780	–	–	0.13%	134
2019 Q1	$243K	Hold	3,780	–	–	0.14%	130
2018 Q4	$215K	Buy	+3,780	New	+$232K	0.16%	125

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

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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

GYL Financial Synergies's ITOT Position: Q3 2024 in Review

GYL Financial Synergies held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q3 2024 at 5,993 shares worth $753K. The position accounts for 0.06% of the portfolio, ranked #205.

GYL Financial Synergies first reported a position in ITOT in Q4 2018 and has held it in 24 quarters since. 1,282 funds tracked by Wall St. Rank hold ITOT as of Q3 2024.

GYL Financial Synergies held 5,993 shares of iShares Core S&P Total US Stock Market ETF worth $753K as of Q3 2024.
GYL Financial Synergies left its iShares Core S&P Total US Stock Market ETF share count unchanged in Q3 2024.
iShares Core S&P Total US Stock Market ETF made up 0.06% of GYL Financial Synergies's portfolio in Q3 2024, its #205 holding.
GYL Financial Synergies first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2018 and has held it in 24 quarters since.
1,282 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2024.

Based on GYL Financial Synergies's 13F filing for Q3 2024, filed 7 Nov 2024.