Householder Group Estate & Retirement Specialist’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Householder Group Estate & Retirement Specialist’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 Q4	–	Sell	-1,979	Closed	-$248K	–	867
2024 Q3	$248K	Buy	1,979 +1,119	+130%	+$135K	0.07%	218
2024 Q2	$102K	Sell	860 -157	-15%	-$18K	0.03%	347
2024 Q1	$117K	Hold	1,017	–	–	0.03%	321
2023 Q4	$107K	Buy	1,017 +14	+1%	+$1.37K	0.04%	324
2023 Q3	$94.5K	Buy	+1,003	New	+$98.6K	0.03%	321
2023 Q1	$81K	Buy	+893	New	+$79.3K	0.03%	349
2022 Q4	–	Sell	-900	Closed	-$71K	–	706
2022 Q3	$71K	Buy	+900	New	+$79.6K	0.03%	326

Other funds holding ITOT

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's ITOT Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q4 2024, closing a stake of 1,979 shares — an estimated $248K sold.

Householder Group Estate & Retirement Specialist first reported a position in ITOT in Q3 2022 and held it in 7 quarters. The position peaked at $248K in Q3 2024. 1,430 funds tracked by Wall St. Rank hold ITOT as of Q4 2024.

Householder Group Estate & Retirement Specialist reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q4 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 1,979 iShares Core S&P Total US Stock Market ETF shares in Q4 2024, an estimated $248K.
Householder Group Estate & Retirement Specialist first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2022 and held it in 7 quarters.
Householder Group Estate & Retirement Specialist's iShares Core S&P Total US Stock Market ETF position peaked at $248K in Q3 2024.
1,430 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.