Hutchens & Kramer Investment Management Group’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Hutchens & Kramer Investment Management Group’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	–	Sell	-2,714	Closed	-$312K	–	156
2024 Q1	$312K	Sell	2,714 -53	-2%	-$5.81K	0.18%	93
2023 Q4	$291K	Buy	+2,767	New	+$271K	0.21%	86

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

Hutchens & Kramer Investment Management Group's ITOT Position: Q2 2024 in Review

Hutchens & Kramer Investment Management Group sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q2 2024, closing a stake of 2,714 shares — an estimated $312K sold.

Hutchens & Kramer Investment Management Group first reported a position in ITOT in Q4 2023 and held it in 2 quarters. The position peaked at $312K in Q1 2024. 1,242 funds tracked by Wall St. Rank hold ITOT as of Q2 2024.

Hutchens & Kramer Investment Management Group reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q2 2024 after selling out during the quarter.
Hutchens & Kramer Investment Management Group sold 2,714 iShares Core S&P Total US Stock Market ETF shares in Q2 2024, an estimated $312K.
Hutchens & Kramer Investment Management Group first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2023 and held it in 2 quarters.
Hutchens & Kramer Investment Management Group's iShares Core S&P Total US Stock Market ETF position peaked at $312K in Q1 2024.
1,242 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2024.

Based on Hutchens & Kramer Investment Management Group's 13F filing for Q2 2024, filed 12 Jul 2024.