Hightower 6M Holding’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
$21M Sell
264,423
-9,243
-3% -$817K 1.9% 7
2022
Q2
$22.9M Sell
273,666
-7,787
-3% -$709K 1.93% 7
2022
Q1
$28.4M Buy
+281,453
New +$28.1M 2.17% 7

Other funds holding ITOT

Hightower 6M Holding's ITOT Position: Q3 2022 in Review

Hightower 6M Holding reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 3.4% in Q3 2022, selling an estimated $817K and leaving 264,423 shares worth $21M. The position accounts for 1.9% of the portfolio, ranked #7.

Hightower 6M Holding first reported a position in ITOT in Q1 2022 and has held it in 3 quarters since. The position peaked at $28.4M in Q1 2022. 979 funds tracked by Wall St. Rank hold ITOT as of Q3 2022.

  • Hightower 6M Holding held 264,423 shares of iShares Core S&P Total US Stock Market ETF worth $21M as of Q3 2022.
  • Hightower 6M Holding sold 9,243 iShares Core S&P Total US Stock Market ETF shares in Q3 2022, an estimated $817K.
  • iShares Core S&P Total US Stock Market ETF made up 1.9% of Hightower 6M Holding's portfolio in Q3 2022, its #7 holding.
  • Hightower 6M Holding first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2022 and has held it in 3 quarters since.
  • Hightower 6M Holding's iShares Core S&P Total US Stock Market ETF position peaked at $28.4M in Q1 2022.
  • 979 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2022.

Based on Hightower 6M Holding's 13F filing for Q3 2022, filed 25 Oct 2022.