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

Lantern Wealth Advisors’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 Q4	$238K	Buy	+1,851	New	+$240K	0.15%	121

Other funds holding ITOT

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Lantern Wealth Advisors's ITOT Position: Q4 2024 in Review

Lantern Wealth Advisors opened a new position in iShares Core S&P Total US Stock Market ETF (ITOT) in Q4 2024: 1,851 shares worth $238K. The stake represents 0.15% of the portfolio and ranks #121 among its holdings.

1,429 funds tracked by Wall St. Rank hold ITOT as of Q4 2024.

Lantern Wealth Advisors held 1,851 shares of iShares Core S&P Total US Stock Market ETF worth $238K as of Q4 2024.
iShares Core S&P Total US Stock Market ETF was a new Lantern Wealth Advisors position in Q4 2024.
iShares Core S&P Total US Stock Market ETF made up 0.15% of Lantern Wealth Advisors's portfolio in Q4 2024, its #121 holding.
1,429 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q4 2024.

Based on Lantern Wealth Advisors's 13F filing for Q4 2024, filed 18 Feb 2025.