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

Hartford Financial 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
2024 Q2	–	Sell	-400	Closed	-$46.1K	–	408
2024 Q1	$46.1K	Hold	400	–	–	0.01%	226
2023 Q4	$42.1K	Hold	400	–	–	0.01%	227
2023 Q3	$37.7K	Hold	400	–	–	0.01%	233
2023 Q2	$39.1K	Hold	400	–	–	0.01%	231
2023 Q1	$36.2K	Hold	400	–	–	0.01%	231
2022 Q4	$33.9K	Hold	400	–	–	0.01%	226
2022 Q3	$32K	Hold	400	–	–	0.01%	227
2022 Q2	$34K	Hold	400	–	–	0.01%	223
2022 Q1	$40K	Buy	+400	New	+$39.9K	0.01%	228

Other funds holding ITOT

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

SWM

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

Hartford Financial Management's ITOT Position: Q2 2024 in Review

Hartford Financial Management sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q2 2024, closing a stake of 400 shares — an estimated $46.1K sold.

Hartford Financial Management first reported a position in ITOT in Q1 2022 and held it in 9 quarters. The position peaked at $46.1K in Q1 2024. 1,241 funds tracked by Wall St. Rank hold ITOT as of Q2 2024.

Hartford Financial Management reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q2 2024 after selling out during the quarter.
Hartford Financial Management sold 400 iShares Core S&P Total US Stock Market ETF shares in Q2 2024, an estimated $46.1K.
Hartford Financial Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2022 and held it in 9 quarters.
Hartford Financial Management's iShares Core S&P Total US Stock Market ETF position peaked at $46.1K in Q1 2024.
1,241 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2024.

Based on Hartford Financial Management's 13F filing for Q2 2024, filed 9 Aug 2024.