HoyleCohen’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

HoyleCohen’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 Q2	$300K	Sell	2,525 -506	-17%	-$58.1K	0.02%	229
2024 Q1	$349K	Buy	3,031 +445	+17%	+$48.8K	0.03%	222
2023 Q4	$272K	Sell	2,586 -217	-8%	-$21.3K	0.02%	241
2023 Q3	$264K	Buy	2,803 +723	+35%	+$71K	0.02%	230
2023 Q2	$204K	Buy	+2,080	New	+$192K	0.02%	249
2023 Q1	–	Sell	-3,231	Closed	-$274K	–	264
2022 Q4	$274K	Hold	3,231	–	–	0.03%	231
2022 Q3	$257K	Hold	3,231	–	–	0.03%	221
2022 Q2	$271K	Buy	+3,231	New	+$294K	0.03%	220
2022 Q1	–	Sell	-2,752	Closed	-$294K	–	281
2021 Q4	$294K	Hold	2,752	–	–	0.02%	235
2021 Q3	$271K	Buy	+2,752	New	+$278K	0.03%	229

Other funds holding ITOT

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

HoyleCohen's ITOT Position: Q2 2024 in Review

HoyleCohen reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 17% in Q2 2024, selling an estimated $58.1K and leaving 2,525 shares worth $300K. The position accounts for 0.02% of the portfolio, ranked #229.

HoyleCohen first reported a position in ITOT in Q3 2021 and has held it in 10 quarters since. The position peaked at $349K in Q1 2024. 1,241 funds tracked by Wall St. Rank hold ITOT as of Q2 2024.

HoyleCohen held 2,525 shares of iShares Core S&P Total US Stock Market ETF worth $300K as of Q2 2024.
HoyleCohen sold 506 iShares Core S&P Total US Stock Market ETF shares in Q2 2024, an estimated $58.1K.
iShares Core S&P Total US Stock Market ETF made up 0.02% of HoyleCohen's portfolio in Q2 2024, its #229 holding.
HoyleCohen first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2021 and has held it in 10 quarters since.
HoyleCohen's iShares Core S&P Total US Stock Market ETF position peaked at $349K in Q1 2024.
1,241 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2024.

Based on HoyleCohen's 13F filing for Q2 2024, filed 19 Jul 2024.