JWM
ITOT icon

Janiczek Wealth Management’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Janiczek Wealth Management’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
Q2 		$15.3K Buy
+129
New +$14.8K ﹤0.01% 602
2021
Q2 		– Sell
-213
Closed -$20K – 918
2021
Q1 		$20K Buy
+213
New +$19.1K 0.01% 404

Other funds holding ITOT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Janiczek Wealth Management's ITOT Position: Q2 2024 in Review

Janiczek Wealth Management opened a new position in iShares Core S&P Total US Stock Market ETF (ITOT) in Q2 2024: 129 shares worth $15.3K. The stake represents ﹤0.01% of the portfolio and ranks #602 among its holdings. This is a return to the name: Janiczek Wealth Management previously reported a position in ITOT as recently as Q1 2021.

Janiczek Wealth Management first reported a position in ITOT in Q1 2021 and has held it in 2 quarters since. The position peaked at $20K in Q1 2021. 1,241 funds tracked by Wall St. Rank hold ITOT as of Q2 2024.

  • Janiczek Wealth Management held 129 shares of iShares Core S&P Total US Stock Market ETF worth $15.3K as of Q2 2024.
  • iShares Core S&P Total US Stock Market ETF was a new Janiczek Wealth Management position in Q2 2024.
  • iShares Core S&P Total US Stock Market ETF made up ﹤0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #602 holding.
  • Janiczek Wealth Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2021 and has held it in 2 quarters since.
  • Janiczek Wealth Management's iShares Core S&P Total US Stock Market ETF position peaked at $20K in Q1 2021.
  • 1,241 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.