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

Howard Financial Services’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
Q2 		– Sell
-2,283
Closed -$230K – 133
2022
Q1 		$230K Buy
+2,283
New +$228K 0.07% 118

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TAIM
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Betterment LLC
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Morgan Stanley
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
CCMG
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Howard Financial Services's ITOT Position: Q2 2022 in Review

Howard Financial Services sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q2 2022, closing a stake of 2,283 shares — an estimated $230K sold.

Howard Financial Services first reported a position in ITOT in Q1 2022 and held it in 1 quarter. The position peaked at $230K in Q1 2022. 992 funds tracked by Wall St. Rank hold ITOT as of Q2 2022.

  • Howard Financial Services reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q2 2022 after selling out during the quarter.
  • Howard Financial Services sold 2,283 iShares Core S&P Total US Stock Market ETF shares in Q2 2022, an estimated $230K.
  • Howard Financial Services first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2022 and held it in 1 quarter.
  • Howard Financial Services's iShares Core S&P Total US Stock Market ETF position peaked at $230K in Q1 2022.
  • 992 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2022.

Based on Howard Financial Services's 13F filing for Q2 2022, filed 18 Jul 2022.