KWAG
ITOT icon

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

Kiely Wealth 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
2024
Q4 		$199K Hold
1,495
– – 0.13% 61
2024
Q3 		$197K Hold
1,495
– – 0.12% 60
2024
Q2 		$173K Hold
1,495
– – 0.1% 53
2024
Q1 		$168K Hold
1,495
– – 0.1% 51
2023
Q4 		$161K Buy
+1,495
New +$147K 0.09% 52

Other funds holding ITOT

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
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
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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
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

Kiely Wealth Advisory Group's ITOT Position: Q4 2024 in Review

Kiely Wealth Advisory Group held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q4 2024 at 1,495 shares worth $199K. The position accounts for 0.13% of the portfolio, ranked #61.

Kiely Wealth Advisory Group first reported a position in ITOT in Q4 2023 and has held it in 5 quarters since. 1,429 funds tracked by Wall St. Rank hold ITOT as of Q4 2024.

  • Kiely Wealth Advisory Group held 1,495 shares of iShares Core S&P Total US Stock Market ETF worth $199K as of Q4 2024.
  • Kiely Wealth Advisory Group left its iShares Core S&P Total US Stock Market ETF share count unchanged in Q4 2024.
  • iShares Core S&P Total US Stock Market ETF made up 0.13% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #61 holding.
  • Kiely Wealth Advisory Group first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2023 and has held it in 5 quarters since.
  • 1,429 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.