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ICA Group Wealth Management’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

ICA Group Wealth Management’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 		$18.5K Sell
155
-309
-67% -$35.5K 0.01% 372
2024
Q1 		$53.5K Buy
464
+3
+0.7% +$329 0.01% 543
2023
Q4 		$48.5K Buy
+461
New +$45.2K 0.01% 526
2023
Q3 		– Sell
-425
Closed -$41.6K – 702
2023
Q2 		$41.6K Hold
425
– – 0.01% 524
2023
Q1 		$38.5K Hold
425
– – 0.01% 537
2022
Q4 		$36.1K Buy
+425
New +$36.3K 0.01% 580

Other funds holding ITOT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
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

ICA Group Wealth Management's ITOT Position: Q2 2024 in Review

ICA Group Wealth Management reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 67% in Q2 2024, selling an estimated $35.5K and leaving 155 shares worth $18.5K. The position accounts for 0.01% of the portfolio, ranked #372.

ICA Group Wealth Management first reported a position in ITOT in Q4 2022 and has held it in 6 quarters since. The position peaked at $53.5K in Q1 2024. 1,241 funds tracked by Wall St. Rank hold ITOT as of Q2 2024.

  • ICA Group Wealth Management held 155 shares of iShares Core S&P Total US Stock Market ETF worth $18.5K as of Q2 2024.
  • ICA Group Wealth Management sold 309 iShares Core S&P Total US Stock Market ETF shares in Q2 2024, an estimated $35.5K.
  • iShares Core S&P Total US Stock Market ETF made up 0.01% of ICA Group Wealth Management's portfolio in Q2 2024, its #372 holding.
  • ICA Group Wealth Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2022 and has held it in 6 quarters since.
  • ICA Group Wealth Management's iShares Core S&P Total US Stock Market ETF position peaked at $53.5K 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 ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.