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

Imprint Wealth’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 Q1	$1.15M	Buy	+10,024	New	+$1.1M	0.28%	82

Other funds holding ITOT

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Imprint Wealth's ITOT Position: Q1 2024 in Review

Imprint Wealth opened a new position in iShares Core S&P Total US Stock Market ETF (ITOT) in Q1 2024: 10,024 shares worth $1.15M. The stake represents 0.28% of the portfolio and ranks #82 among its holdings.

1,225 funds tracked by Wall St. Rank hold ITOT as of Q1 2024.

Imprint Wealth held 10,024 shares of iShares Core S&P Total US Stock Market ETF worth $1.15M as of Q1 2024.
iShares Core S&P Total US Stock Market ETF was a new Imprint Wealth position in Q1 2024.
iShares Core S&P Total US Stock Market ETF made up 0.28% of Imprint Wealth's portfolio in Q1 2024, its #82 holding.
1,225 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2024.

Based on Imprint Wealth's 13F filing for Q1 2024, filed 10 May 2024.