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Ironwood Wealth Management (West Virginia)’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Ironwood Wealth Management (West Virginia)’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
2021
Q3 		– Sell
-650
Closed -$64K – 31
2021
Q2 		$64K Hold
650
– – 0.05% 13
2021
Q1 		$60K Hold
650
– – 0.05% 12
2020
Q4 		$56K Buy
+650
New +$52.6K 0.05% 14

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BlackRock
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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
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 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
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 22.94% 1-Year Est. Return

Ironwood Wealth Management (West Virginia)'s ITOT Position: Q3 2021 in Review

Ironwood Wealth Management (West Virginia) sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q3 2021, closing a stake of 650 shares — an estimated $64K sold.

Ironwood Wealth Management (West Virginia) first reported a position in ITOT in Q4 2020 and held it in 3 quarters. The position peaked at $64K in Q2 2021. 872 funds tracked by Wall St. Rank hold ITOT as of Q3 2021.

  • Ironwood Wealth Management (West Virginia) reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q3 2021 after selling out during the quarter.
  • Ironwood Wealth Management (West Virginia) sold 650 iShares Core S&P Total US Stock Market ETF shares in Q3 2021, an estimated $64K.
  • Ironwood Wealth Management (West Virginia) first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2020 and held it in 3 quarters.
  • Ironwood Wealth Management (West Virginia)'s iShares Core S&P Total US Stock Market ETF position peaked at $64K in Q2 2021.
  • 872 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2021.

Based on Ironwood Wealth Management (West Virginia)'s 13F filing for Q3 2021, filed 21 Oct 2021.