Harvest Group Wealth Management’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Harvest Group Wealth 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
2023 Q1	$58.4K	Buy	+645	New	+$57.3K	0.04%	61
2019 Q3	–	Sell	-361	Closed	-$24K	–	1072
2019 Q2	$24K	Buy	+361	New	+$23.7K	0.03%	137

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

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 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

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

Cisco Systems San Jose, California $405M AUM 4.84% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return

Harvest Group Wealth Management's ITOT Position: Q1 2023 in Review

Harvest Group Wealth Management opened a new position in iShares Core S&P Total US Stock Market ETF (ITOT) in Q1 2023: 645 shares worth $58.4K. The stake represents 0.04% of the portfolio and ranks #61 among its holdings. This is a return to the name: Harvest Group Wealth Management previously reported a position in ITOT as recently as Q2 2019.

Harvest Group Wealth Management first reported a position in ITOT in Q2 2019 and has held it in 2 quarters since. 1,057 funds tracked by Wall St. Rank hold ITOT as of Q1 2023.

Harvest Group Wealth Management held 645 shares of iShares Core S&P Total US Stock Market ETF worth $58.4K as of Q1 2023.
iShares Core S&P Total US Stock Market ETF was a new Harvest Group Wealth Management position in Q1 2023.
iShares Core S&P Total US Stock Market ETF made up 0.04% of Harvest Group Wealth Management's portfolio in Q1 2023, its #61 holding.
Harvest Group Wealth Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2019 and has held it in 2 quarters since.
1,057 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2023.

Based on Harvest Group Wealth Management's 13F filing for Q1 2023, filed 28 Apr 2023.