IRON Financial’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

IRON Financial’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
2023 Q4	–	Sell	-3,644	Closed	-$343K	–	99
2023 Q3	$343K	Buy	+3,644	New	+$358K	0.2%	71
2021 Q1	–	Sell	-3,227	Closed	-$278K	–	115
2020 Q4	$278K	Buy	+3,227	New	+$261K	0.14%	87

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

IRON Financial's ITOT Position: Q4 2023 in Review

IRON Financial sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q4 2023, closing a stake of 3,644 shares — an estimated $343K sold.

IRON Financial first reported a position in ITOT in Q4 2020 and held it in 2 quarters. The position peaked at $343K in Q3 2023. 1,178 funds tracked by Wall St. Rank hold ITOT as of Q4 2023.

IRON Financial reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q4 2023 after selling out during the quarter.
IRON Financial sold 3,644 iShares Core S&P Total US Stock Market ETF shares in Q4 2023, an estimated $343K.
IRON Financial first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2020 and held it in 2 quarters.
IRON Financial's iShares Core S&P Total US Stock Market ETF position peaked at $343K in Q3 2023.
1,178 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q4 2023.

Based on IRON Financial's 13F filing for Q4 2023, filed 19 Jan 2024.