InterOcean Capital Group’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

InterOcean Capital 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 Q1	$1.67M	Sell	14,481 -381	-3%	-$41.8K	0.04%	165
2023 Q4	$1.56M	Buy	14,862 +7	+0%	+$686	0.04%	161
2023 Q3	$1.4M	Hold	14,855	–	–	0.04%	161
2023 Q2	$1.45M	Hold	14,855	–	–	0.05%	149
2023 Q1	$1.35M	Hold	14,855	–	–	0.05%	153
2022 Q4	$1.26M	Hold	14,855	–	–	0.05%	157
2022 Q3	$1.18M	Hold	14,855	–	–	0.05%	154
2022 Q2	$1.25M	Buy	+14,855	New	+$1.35M	0.05%	143

Other funds holding ITOT

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SWM

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

InterOcean Capital Group's ITOT Position: Q1 2024 in Review

InterOcean Capital Group reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 2.6% in Q1 2024, selling an estimated $41.8K and leaving 14,481 shares worth $1.67M. The position accounts for 0.04% of the portfolio, ranked #165.

InterOcean Capital Group first reported a position in ITOT in Q2 2022 and has held it in 8 quarters since. 1,226 funds tracked by Wall St. Rank hold ITOT as of Q1 2024.

InterOcean Capital Group held 14,481 shares of iShares Core S&P Total US Stock Market ETF worth $1.67M as of Q1 2024.
InterOcean Capital Group sold 381 iShares Core S&P Total US Stock Market ETF shares in Q1 2024, an estimated $41.8K.
iShares Core S&P Total US Stock Market ETF made up 0.04% of InterOcean Capital Group's portfolio in Q1 2024, its #165 holding.
InterOcean Capital Group first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2022 and has held it in 8 quarters since.
1,226 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2024.

Based on InterOcean Capital Group's 13F filing for Q1 2024, filed 13 May 2024.