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Heritage Wealth Management (Arizona)’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Heritage Wealth Management (Arizona)’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
2022
Q4 		$3.39K Buy
40
+20
+100% +$1.71K ﹤0.01% 925
2022
Q3 		$2K Hold
20
– – ﹤0.01% 880
2022
Q2 		$1.68K Sell
20
-481
-96% -$43.8K ﹤0.01% 898
2022
Q1 		$51K Buy
+501
New +$50K 0.01% 468
2021
Q3 		$131K Sell
1,328
-161
-11% -$16.3K 0.05% 295
2021
Q2 		$147K Hold
1,489
– – 0.06% 272
2021
Q1 		$136K Buy
+1,489
New +$134K 0.08% 209

Other funds holding ITOT

Wells Fargo
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
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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s ITOT Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 100% in Q4 2022, buying an estimated $1.71K and bringing the position to 40 shares worth $3.39K. The position accounts for ﹤0.01% of the portfolio, ranked #925.

Heritage Wealth Management (Arizona) first reported a position in ITOT in Q1 2021 and has held it in 7 quarters since. The position peaked at $147K in Q2 2021. 1,064 funds tracked by Wall St. Rank hold ITOT as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 40 shares of iShares Core S&P Total US Stock Market ETF worth $3.39K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 20 iShares Core S&P Total US Stock Market ETF shares in Q4 2022, an estimated $1.71K.
  • iShares Core S&P Total US Stock Market ETF made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #925 holding.
  • Heritage Wealth Management (Arizona) first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2021 and has held it in 7 quarters since.
  • Heritage Wealth Management (Arizona)'s iShares Core S&P Total US Stock Market ETF position peaked at $147K in Q2 2021.
  • 1,064 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.