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Hanson & Doremus Investment Management’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Hanson & Doremus Investment Management’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
Q2 		– Sell
-27
Closed -$2K – 470
2021
Q1 		$2K Buy
+27
New +$2.42K ﹤0.01% 479

Other funds holding ITOT

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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
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Hanson & Doremus Investment Management's ITOT Position: Q2 2021 in Review

Hanson & Doremus Investment Management sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q2 2021, closing a stake of 27 shares — an estimated $2K sold.

Hanson & Doremus Investment Management first reported a position in ITOT in Q1 2021 and held it in 1 quarter. The position peaked at $2K in Q1 2021. 861 funds tracked by Wall St. Rank hold ITOT as of Q2 2021.

  • Hanson & Doremus Investment Management reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q2 2021 after selling out during the quarter.
  • Hanson & Doremus Investment Management sold 27 iShares Core S&P Total US Stock Market ETF shares in Q2 2021, an estimated $2K.
  • Hanson & Doremus Investment Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2021 and held it in 1 quarter.
  • Hanson & Doremus Investment Management's iShares Core S&P Total US Stock Market ETF position peaked at $2K in Q1 2021.
  • 861 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2021.

Based on Hanson & Doremus Investment Management's 13F filing for Q2 2021, filed 22 Jul 2021.