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Kowal Investment Group’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Kowal Investment 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
2023
Q1 		– Sell
-2,483
Closed -$211K – 164
2022
Q4 		$211K Sell
2,483
-737
-23% -$62.9K 0.06% 151
2022
Q3 		$256K Buy
+3,220
New +$285K 0.09% 117

Other funds holding ITOT

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CS
Cisco Systems San Jose, California $405M AUM 4.84% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return

Kowal Investment Group's ITOT Position: Q1 2023 in Review

Kowal Investment Group sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q1 2023, closing a stake of 2,483 shares — an estimated $211K sold.

Kowal Investment Group first reported a position in ITOT in Q3 2022 and held it in 2 quarters. The position peaked at $256K in Q3 2022. 1,053 funds tracked by Wall St. Rank hold ITOT as of Q1 2023.

  • Kowal Investment Group reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q1 2023 after selling out during the quarter.
  • Kowal Investment Group sold 2,483 iShares Core S&P Total US Stock Market ETF shares in Q1 2023, an estimated $211K.
  • Kowal Investment Group first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2022 and held it in 2 quarters.
  • Kowal Investment Group's iShares Core S&P Total US Stock Market ETF position peaked at $256K in Q3 2022.
  • 1,053 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2023.

Based on Kowal Investment Group's 13F filing for Q1 2023, filed 21 Apr 2023.