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

JDM Financial Group’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
Q3 		– Sell
-172
Closed -$20.4K – 411
2024
Q2 		$20.4K Hold
172
– – 0.01% 111
2024
Q1 		$19.8K Hold
172
– – 0.01% 104
2023
Q4 		$18.1K Hold
172
– – 0.02% 103
2023
Q3 		$16.2K Hold
172
– – 0.01% 104
2023
Q2 		$16.8K Hold
172
– – 0.01% 105
2023
Q1 		$15.6K Hold
172
– – 0.01% 111
2022
Q4 		$14.6K Buy
+172
New +$14.7K 0.01% 109

Other funds holding ITOT

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

JDM Financial Group's ITOT Position: Q3 2024 in Review

JDM Financial Group sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q3 2024, closing a stake of 172 shares — an estimated $20.4K sold.

JDM Financial Group first reported a position in ITOT in Q4 2022 and held it in 7 quarters. The position peaked at $20.4K in Q2 2024. 1,279 funds tracked by Wall St. Rank hold ITOT as of Q3 2024.

  • JDM Financial Group reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q3 2024 after selling out during the quarter.
  • JDM Financial Group sold 172 iShares Core S&P Total US Stock Market ETF shares in Q3 2024, an estimated $20.4K.
  • JDM Financial Group first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2022 and held it in 7 quarters.
  • JDM Financial Group's iShares Core S&P Total US Stock Market ETF position peaked at $20.4K in Q2 2024.
  • 1,279 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2024.

Based on JDM Financial Group's 13F filing for Q3 2024, filed 18 Nov 2024.