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

JNBA Financial Advisors’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 		– Sell
-128
Closed -$14.8K – 656
2024
Q1 		$14.8K Buy
+128
New +$14K ﹤0.01% 426
2018
Q4 		– Sell
-800
Closed -$53K – 628
2018
Q3 		$53K Buy
+800
New +$52.4K 0.02% 220

Other funds holding ITOT

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 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
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

JNBA Financial Advisors's ITOT Position: Q2 2024 in Review

JNBA Financial Advisors sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q2 2024, closing a stake of 128 shares — an estimated $14.8K sold.

JNBA Financial Advisors first reported a position in ITOT in Q3 2018 and held it in 2 quarters. The position peaked at $53K in Q3 2018. 1,247 funds tracked by Wall St. Rank hold ITOT as of Q2 2024.

  • JNBA Financial Advisors reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q2 2024 after selling out during the quarter.
  • JNBA Financial Advisors sold 128 iShares Core S&P Total US Stock Market ETF shares in Q2 2024, an estimated $14.8K.
  • JNBA Financial Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2018 and held it in 2 quarters.
  • JNBA Financial Advisors's iShares Core S&P Total US Stock Market ETF position peaked at $53K in Q3 2018.
  • 1,247 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2024.

Based on JNBA Financial Advisors's 13F filing for Q2 2024, filed 22 Jul 2024.