Kistler-Tiffany Companies’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Kistler-Tiffany Companies’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
2023 Q2	$154K	Buy	1,577 +425	+37%	+$39.3K	0.03%	345
2023 Q1	$104K	Hold	1,152	–	–	0.02%	339
2022 Q4	$97.7K	Sell	1,152 -231	-17%	-$19.7K	0.02%	343
2022 Q3	$110K	Hold	1,383	–	–	0.03%	269
2022 Q2	$116K	Buy	1,383 +231	+20%	+$21K	0.03%	265
2022 Q1	$116K	Hold	1,152	–	–	0.02%	281
2021 Q4	$123K	Hold	1,152	–	–	0.02%	251
2021 Q3	$113K	Buy	1,152 +570	+98%	+$57.6K	0.03%	250
2021 Q2	$57K	Buy	582 +430	+283%	+$41.4K	0.01%	346
2021 Q1	$14K	Hold	152	–	–	﹤0.01%	492
2020 Q4	$13K	Hold	152	–	–	﹤0.01%	476
2020 Q3	$11K	Hold	152	–	–	﹤0.01%	464
2020 Q2	$11K	Hold	152	–	–	﹤0.01%	436
2020 Q1	$11K	Hold	152	–	–	﹤0.01%	427
2019 Q4	$11K	Hold	152	–	–	﹤0.01%	433
2019 Q3	$10K	Hold	152	–	–	﹤0.01%	450
2019 Q2	$10K	Hold	152	–	–	﹤0.01%	440
2019 Q1	$10K	Hold	152	–	–	﹤0.01%	430
2018 Q4	$9K	Hold	152	–	–	﹤0.01%	413
2018 Q3	$10K	Buy	+152	New	+$9.96K	﹤0.01%	429

Other funds holding ITOT

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cisco Systems San Jose, California $405M AUM 4.84% 1-Year Est. Return

Kistler-Tiffany Companies's ITOT Position: Q2 2023 in Review

Kistler-Tiffany Companies increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 37% in Q2 2023, buying an estimated $39.3K and bringing the position to 1,577 shares worth $154K. The position accounts for 0.03% of the portfolio, ranked #345.

Kistler-Tiffany Companies first reported a position in ITOT in Q3 2018 and has held it in 20 quarters since. 1,075 funds tracked by Wall St. Rank hold ITOT as of Q2 2023.

Kistler-Tiffany Companies held 1,577 shares of iShares Core S&P Total US Stock Market ETF worth $154K as of Q2 2023.
Kistler-Tiffany Companies bought 425 iShares Core S&P Total US Stock Market ETF shares in Q2 2023, an estimated $39.3K.
iShares Core S&P Total US Stock Market ETF made up 0.03% of Kistler-Tiffany Companies's portfolio in Q2 2023, its #345 holding.
Kistler-Tiffany Companies first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2018 and has held it in 20 quarters since.
1,075 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2023.

Based on Kistler-Tiffany Companies's 13F filing for Q2 2023, filed 1 Aug 2023.