Landsberg Bennett & Dubbaneh’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Landsberg Bennett & Dubbaneh’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
2021 Q2	–	Sell	-3,224	Closed	-$299K	–	269
2021 Q1	$299K	Buy	3,224 +577	+22%	+$51.8K	0.04%	216
2020 Q4	$228K	Sell	2,647 -2,034	-43%	-$165K	0.03%	205
2020 Q3	$351K	Buy	4,681 +18	+0.4%	+$1.34K	0.06%	157
2020 Q2	$319K	Buy	4,663 +21	+0.5%	+$1.37K	0.07%	163
2020 Q1	$259K	Buy	4,642 +266	+6%	+$18.3K	0.07%	136
2019 Q4	$317K	Sell	4,376 -368	-8%	-$25.6K	0.07%	199
2019 Q3	$317K	Buy	4,744 +3	+0.1%	+$201	0.09%	166
2019 Q2	$318K	Buy	4,741 +20	+0.4%	+$1.31K	0.08%	174
2019 Q1	$308K	Buy	4,721 +11	+0.2%	+$682	0.07%	186
2018 Q4	$267K	Buy	+4,710	New	+$289K	0.1%	167

Other funds holding ITOT

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

BlackRock New York $6.73T AUM 46.02% 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

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 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

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

Landsberg Bennett & Dubbaneh's ITOT Position: Q2 2021 in Review

Landsberg Bennett & Dubbaneh sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q2 2021, closing a stake of 3,224 shares — an estimated $299K sold.

Landsberg Bennett & Dubbaneh first reported a position in ITOT in Q4 2018 and held it in 10 quarters. The position peaked at $351K in Q3 2020. 861 funds tracked by Wall St. Rank hold ITOT as of Q2 2021.

Landsberg Bennett & Dubbaneh reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q2 2021 after selling out during the quarter.
Landsberg Bennett & Dubbaneh sold 3,224 iShares Core S&P Total US Stock Market ETF shares in Q2 2021, an estimated $299K.
Landsberg Bennett & Dubbaneh first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2018 and held it in 10 quarters.
Landsberg Bennett & Dubbaneh's iShares Core S&P Total US Stock Market ETF position peaked at $351K in Q3 2020.
861 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2021.

Based on Landsberg Bennett & Dubbaneh's 13F filing for Q2 2021, filed 29 Jul 2021.