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Koss-Olinger Consulting’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Koss-Olinger Consulting’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
Q2 		– Sell
-1,806
Closed -$208K – 280
2024
Q1 		$208K Buy
+1,806
New +$198K 0.11% 45

Other funds holding ITOT

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Koss-Olinger Consulting's ITOT Position: Q2 2024 in Review

Koss-Olinger Consulting sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q2 2024, closing a stake of 1,806 shares — an estimated $208K sold.

Koss-Olinger Consulting first reported a position in ITOT in Q1 2024 and held it in 1 quarter. The position peaked at $208K in Q1 2024. 1,241 funds tracked by Wall St. Rank hold ITOT as of Q2 2024.

  • Koss-Olinger Consulting reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q2 2024 after selling out during the quarter.
  • Koss-Olinger Consulting sold 1,806 iShares Core S&P Total US Stock Market ETF shares in Q2 2024, an estimated $208K.
  • Koss-Olinger Consulting first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2024 and held it in 1 quarter.
  • Koss-Olinger Consulting's iShares Core S&P Total US Stock Market ETF position peaked at $208K in Q1 2024.
  • 1,241 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2024.

Based on Koss-Olinger Consulting's 13F filing for Q2 2024, filed 6 Aug 2024.