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Journey Advisory Group’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Journey Advisory 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
2022
Q3 		– Sell
-2,296
Closed -$210K – 243
2022
Q2 		$210K Buy
2,296
+96
+4% +$8.75K 0.05% 232
2022
Q1 		$222K Buy
+2,200
New +$219K 0.06% 208

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
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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Journey Advisory Group's ITOT Position: Q3 2022 in Review

Journey Advisory Group sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q3 2022, closing a stake of 2,296 shares — an estimated $210K sold.

Journey Advisory Group first reported a position in ITOT in Q1 2022 and held it in 2 quarters. The position peaked at $222K in Q1 2022. 978 funds tracked by Wall St. Rank hold ITOT as of Q3 2022.

  • Journey Advisory Group reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q3 2022 after selling out during the quarter.
  • Journey Advisory Group sold 2,296 iShares Core S&P Total US Stock Market ETF shares in Q3 2022, an estimated $210K.
  • Journey Advisory Group first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2022 and held it in 2 quarters.
  • Journey Advisory Group's iShares Core S&P Total US Stock Market ETF position peaked at $222K in Q1 2022.
  • 978 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2022.

Based on Journey Advisory Group's 13F filing for Q3 2022, filed 9 Nov 2022.