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

Halpern Financial’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	$46.8K	Hold	376	–	–	0.01%	95
2024 Q2	$44.7K	Buy	376 +56	+18%	+$6.43K	0.01%	96
2024 Q1	$36.6K	Hold	320	–	–	0.01%	105
2023 Q4	$33.1K	Sell	320 -105	-25%	-$10.3K	0.01%	116
2023 Q3	$40K	Hold	425	–	–	0.01%	90
2023 Q2	$41.6K	Buy	+425	New	+$39.3K	0.01%	83
2022 Q3	–	Sell	-25	Closed	-$2.1K	–	263
2022 Q2	$2.1K	Hold	25	–	–	﹤0.01%	233
2022 Q1	$2.52K	Hold	25	–	–	﹤0.01%	196
2021 Q4	$2.67K	Hold	25	–	–	﹤0.01%	219
2021 Q3	$2.46K	Buy	+25	New	+$2.53K	﹤0.01%	231
2020 Q3	–	Sell	-127	Closed	-$8.82K	–	214
2020 Q2	$8.82K	Hold	127	–	–	0.01%	106
2020 Q1	$7.27K	Buy	+127	New	+$8.71K	0.01%	104

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

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

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

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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

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

Halpern Financial's ITOT Position: Q3 2024 in Review

Halpern Financial held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q3 2024 at 376 shares worth $46.8K. The position accounts for 0.01% of the portfolio, ranked #95.

Halpern Financial first reported a position in ITOT in Q1 2020 and has held it in 12 quarters since. 1,279 funds tracked by Wall St. Rank hold ITOT as of Q3 2024.

Halpern Financial held 376 shares of iShares Core S&P Total US Stock Market ETF worth $46.8K as of Q3 2024.
Halpern Financial 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 0.01% of Halpern Financial's portfolio in Q3 2024, its #95 holding.
Halpern Financial first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2020 and has held it in 12 quarters since.
1,279 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2024.

Based on Halpern Financial's 13F filing for Q3 2024, filed 4 Oct 2024.