Institutional & Family Asset Management’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Institutional & Family Asset 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	$12K	Hold	101	–	–	﹤0.01%	397
2024 Q1	$11.6K	Buy	101 +29	+40%	+$3.18K	﹤0.01%	392
2023 Q4	$7.58K	Hold	72	–	–	﹤0.01%	426
2023 Q3	$6.78K	Hold	72	–	–	﹤0.01%	423
2023 Q2	$7.04K	Hold	72	–	–	﹤0.01%	423
2023 Q1	$6.52K	Hold	72	–	–	﹤0.01%	439
2022 Q4	$6.11K	Hold	72	–	–	﹤0.01%	441
2022 Q3	$6K	Sell	72 -245	-77%	-$21.7K	﹤0.01%	455
2022 Q2	$27K	Hold	317	–	–	﹤0.01%	284
2022 Q1	$32K	Hold	317	–	–	0.01%	297
2021 Q4	$34K	Hold	317	–	–	0.01%	306
2021 Q3	$31K	Hold	317	–	–	0.01%	399
2021 Q2	$31K	Hold	317	–	–	0.01%	413
2021 Q1	$29K	Buy	317 +16	+5%	+$1.44K	0.01%	447
2020 Q4	$26K	Hold	301	–	–	0.01%	409
2020 Q3	$23K	Buy	301 +245	+438%	+$18.3K	0.01%	387
2020 Q2	$4K	Hold	56	–	–	﹤0.01%	607
2020 Q1	$3K	Buy	+56	New	+$3.84K	﹤0.01%	590
2019 Q1	–	Sell	-4	Closed	–	–	861
2018 Q4	$0	Buy	+4	New	+$246	﹤0.01%	855

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

Institutional & Family Asset Management's ITOT Position: Q2 2024 in Review

Institutional & Family Asset Management held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q2 2024 at 101 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #397.

Institutional & Family Asset Management first reported a position in ITOT in Q4 2018 and has held it in 19 quarters since. The position peaked at $34K in Q4 2021. 1,241 funds tracked by Wall St. Rank hold ITOT as of Q2 2024.

Institutional & Family Asset Management held 101 shares of iShares Core S&P Total US Stock Market ETF worth $12K as of Q2 2024.
Institutional & Family Asset Management left its iShares Core S&P Total US Stock Market ETF share count unchanged in Q2 2024.
iShares Core S&P Total US Stock Market ETF made up ﹤0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #397 holding.
Institutional & Family Asset Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2018 and has held it in 19 quarters since.
Institutional & Family Asset Management's iShares Core S&P Total US Stock Market ETF position peaked at $34K in Q4 2021.
1,241 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.