LMKC
ITOT icon

L.M. Kohn & Company’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

L.M. Kohn & Company’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
-3,955
Closed -$456K – 283
2024
Q1 		$456K Hold
3,955
– – 0.13% 151
2023
Q4 		$416K Hold
3,955
– – 0.13% 142
2023
Q3 		$373K Hold
3,955
– – 0.14% 140
2023
Q2 		$387K Buy
3,955
+800
+25% +$74K 0.15% 138
2023
Q1 		$286K Buy
3,155
+92
+3% +$8.17K 0.12% 168
2022
Q4 		$260K Buy
+3,063
New +$261K 0.12% 175

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

L.M. Kohn & Company's ITOT Position: Q2 2024 in Review

L.M. Kohn & Company sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q2 2024, closing a stake of 3,955 shares — an estimated $456K sold.

L.M. Kohn & Company first reported a position in ITOT in Q4 2022 and held it in 6 quarters. The position peaked at $456K in Q1 2024. 1,241 funds tracked by Wall St. Rank hold ITOT as of Q2 2024.

  • L.M. Kohn & Company reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q2 2024 after selling out during the quarter.
  • L.M. Kohn & Company sold 3,955 iShares Core S&P Total US Stock Market ETF shares in Q2 2024, an estimated $456K.
  • L.M. Kohn & Company first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2022 and held it in 6 quarters.
  • L.M. Kohn & Company's iShares Core S&P Total US Stock Market ETF position peaked at $456K 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 L.M. Kohn & Company's 13F filing for Q2 2024, filed 31 Jul 2024.