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

Kore Private Wealth’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	$215K	Buy	2,702 +1	+0%	+$88	0.04%	233
2022 Q2	$226K	Sell	2,701 -340	-11%	-$31K	0.03%	257
2022 Q1	$307K	Sell	3,041 -9	-0.3%	-$897	0.04%	237
2021 Q4	$326K	Buy	3,050 +309	+11%	+$32.3K	0.04%	225
2021 Q3	$270K	Buy	2,741 +229	+9%	+$23.2K	0.03%	353
2021 Q2	$248K	Buy	+2,512	New	+$242K	0.03%	345
2020 Q3	–	Sell	-95	Closed	-$6K	–	673
2020 Q2	$6K	Hold	95	–	–	﹤0.01%	878
2020 Q1	$5K	Sell	95 -5	-5%	-$343	﹤0.01%	804
2019 Q4	$7K	Buy	+100	New	+$6.96K	﹤0.01%	805
2019 Q2	–	Sell	-260	Closed	-$17K	–	512
2019 Q1	$17K	Buy	+260	New	+$16.1K	﹤0.01%	530

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

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 Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Kore Private Wealth's ITOT Position: Q3 2022 in Review

Kore Private Wealth increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.04% in Q3 2022, buying an estimated $88 and bringing the position to 2,702 shares worth $215K. The position accounts for 0.04% of the portfolio, ranked #233.

Kore Private Wealth first reported a position in ITOT in Q1 2019 and has held it in 10 quarters since. The position peaked at $326K in Q4 2021. 979 funds tracked by Wall St. Rank hold ITOT as of Q3 2022.

Kore Private Wealth held 2,702 shares of iShares Core S&P Total US Stock Market ETF worth $215K as of Q3 2022.
Kore Private Wealth bought 1 iShares Core S&P Total US Stock Market ETF share in Q3 2022, an estimated $88.
iShares Core S&P Total US Stock Market ETF made up 0.04% of Kore Private Wealth's portfolio in Q3 2022, its #233 holding.
Kore Private Wealth first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2019 and has held it in 10 quarters since.
Kore Private Wealth's iShares Core S&P Total US Stock Market ETF position peaked at $326K in Q4 2021.
979 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2022.

Based on Kore Private Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.