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Israel Englander’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Israel Englander’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
Q4 		– Sell
-5,800
Closed -$729K – 6199
2024
Q3 		$729K Sell
5,800
-10,308
-64% -$1.25M ﹤0.01% 4527
2024
Q2 		$1.91M Buy
16,108
+7,500
+87% +$861K ﹤0.01% 3575
2024
Q1 		$993K Buy
+8,608
New +$944K ﹤0.01% 4298
2023
Q4 		– Sell
-19,096
Closed -$1.8M – 6302
2023
Q3 		$1.8M Sell
19,096
-6,349
-25% -$624K ﹤0.01% 3657
2023
Q2 		$2.49M Buy
+25,445
New +$2.35M ﹤0.01% 3286
2022
Q2 		– Sell
-24,320
Closed -$2.46M – 7215
2022
Q1 		$2.46M Buy
24,320
+16,503
+211% +$1.65M ﹤0.01% 3680
2021
Q4 		$836K Buy
+7,817
New +$817K ﹤0.01% 4571
2021
Q3 		– Sell
-35,909
Closed -$3.55M – 7014
2021
Q2 		$3.55M Buy
+35,909
New +$3.45M ﹤0.01% 3218
2021
Q1 		– Sell
-10,414
Closed -$898K – 6215
2020
Q4 		$898K Buy
+10,414
New +$843K ﹤0.01% 3802
2020
Q1 		– Sell
-29,030
Closed -$2.11M – 4168
2019
Q4 		$2.11M Buy
29,030
+11,267
+63% +$784K ﹤0.01% 2586
2019
Q3 		$1.19M Sell
17,763
-7,384
-29% -$495K ﹤0.01% 2744
2019
Q2 		$1.68M Buy
+25,147
New +$1.65M ﹤0.01% 2515
2018
Q4 		– Sell
-9,317
Closed -$621K – 3947
2018
Q3 		$621K Buy
9,317
+992
+12% +$65K ﹤0.01% 3123
2018
Q2 		$520K Sell
8,325
-134
-2% -$8.33K ﹤0.01% 3149
2018
Q1 		$511K Sell
8,459
-10,221
-55% -$638K ﹤0.01% 3011
2017
Q4 		$1.14M Buy
18,680
+14,349
+331% +$855K ﹤0.01% 2617
2017
Q3 		$250K Buy
+4,331
New +$244K ﹤0.01% 3138
2016
Q3 		– Sell
-9,004
Closed -$429K – 3426
2016
Q2 		$429K Buy
+9,004
New +$425K ﹤0.01% 2563
2016
Q1 		– Sell
-6,638
Closed -$308K – 3461
2015
Q4 		$308K Buy
6,638
+550
+9% +$25.8K ﹤0.01% 2897
2015
Q3 		$267K Sell
6,088
-784
-11% -$36.4K ﹤0.01% 2975
2015
Q2 		$325K Sell
6,872
-5,556
-45% -$268K ﹤0.01% 2845
2015
Q1 		$589K Buy
+12,428
New +$587K ﹤0.01% 2656

Other funds holding ITOT

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Israel Englander's ITOT Position: Q4 2024 in Review

Israel Englander sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q4 2024, closing a stake of 5,800 shares — an estimated $729K sold.

Israel Englander first reported a position in ITOT in Q1 2015 and held it in 22 quarters. The position peaked at $3.55M in Q2 2021. 1,430 funds tracked by Wall St. Rank hold ITOT as of Q4 2024.

  • Israel Englander reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q4 2024 after selling out during the quarter.
  • Israel Englander sold 5,800 iShares Core S&P Total US Stock Market ETF shares in Q4 2024, an estimated $729K.
  • Israel Englander first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2015 and held it in 22 quarters.
  • Israel Englander's iShares Core S&P Total US Stock Market ETF position peaked at $3.55M in Q2 2021.
  • 1,430 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q4 2024.

Based on Millennium Management's 13F filing for Q4 2024, filed 14 Feb 2025.