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Investors Asset Management of Georgia’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Investors Asset Management of Georgia’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
2022
Q4 		– Sell
-1,050
Closed -$84K – 345
2022
Q3 		$84K Hold
1,050
– – 0.04% 232
2022
Q2 		$88K Buy
+1,050
New +$95.7K 0.05% 210

Other funds holding ITOT

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 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
AWA
Arete Wealth Advisors Chicago, Illinois $3.05B AUM 42.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Investors Asset Management of Georgia's ITOT Position: Q4 2022 in Review

Investors Asset Management of Georgia sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q4 2022, closing a stake of 1,050 shares — an estimated $84K sold.

Investors Asset Management of Georgia first reported a position in ITOT in Q2 2022 and held it in 2 quarters. The position peaked at $88K in Q2 2022. 1,065 funds tracked by Wall St. Rank hold ITOT as of Q4 2022.

  • Investors Asset Management of Georgia reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q4 2022 after selling out during the quarter.
  • Investors Asset Management of Georgia sold 1,050 iShares Core S&P Total US Stock Market ETF shares in Q4 2022, an estimated $84K.
  • Investors Asset Management of Georgia first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2022 and held it in 2 quarters.
  • Investors Asset Management of Georgia's iShares Core S&P Total US Stock Market ETF position peaked at $88K in Q2 2022.
  • 1,065 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q4 2022.

Based on Investors Asset Management of Georgia's 13F filing for Q4 2022, filed 2 Feb 2023.