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

Keating 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
Q1 		$3.87M Buy
33,547
+90
+0.3% +$9.87K 2.32% 8
2023
Q4 		$3.52M Buy
+33,457
New +$3.28M 2.43% 7

Other funds holding ITOT

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 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 $3.77B AUM 15.99% 1-Year Est. Return

Keating Wealth Management's ITOT Position: Q1 2024 in Review

Keating Wealth Management increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.27% in Q1 2024, buying an estimated $9.87K and bringing the position to 33,547 shares worth $3.87M. The position accounts for 2.32% of the portfolio, ranked #8.

Keating Wealth Management first reported a position in ITOT in Q4 2023 and has held it in 2 quarters since. 1,227 funds tracked by Wall St. Rank hold ITOT as of Q1 2024.

  • Keating Wealth Management held 33,547 shares of iShares Core S&P Total US Stock Market ETF worth $3.87M as of Q1 2024.
  • Keating Wealth Management bought 90 iShares Core S&P Total US Stock Market ETF shares in Q1 2024, an estimated $9.87K.
  • iShares Core S&P Total US Stock Market ETF made up 2.32% of Keating Wealth Management's portfolio in Q1 2024, its #8 holding.
  • Keating Wealth Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2023 and has held it in 2 quarters since.
  • 1,227 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2024.

Based on Keating Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.