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

Ledge Wealth Management’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 Q4	$384K	Buy	3,647 +864	+31%	+$84.7K	0.15%	50
2023 Q3	$262K	Sell	2,783 -136	-5%	-$13.4K	0.12%	53
2023 Q2	$286K	Sell	2,919 -17,417	-86%	-$1.61M	0.14%	53
2023 Q1	$1.84M	Buy	20,336 +4,122	+25%	+$366K	0.87%	38
2022 Q4	$1.38M	Buy	16,214 +6,537	+68%	+$558K	0.63%	44
2022 Q3	$770K	Sell	9,677 -1,703	-15%	-$151K	0.47%	46
2022 Q2	$953K	Sell	11,380 -8,446	-43%	-$770K	0.59%	44
2022 Q1	$2M	Buy	+19,826	New	+$1.98M	1.24%	20

Other funds holding ITOT

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Ledge Wealth Management's ITOT Position: Q4 2023 in Review

Ledge Wealth Management increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 31% in Q4 2023, buying an estimated $84.7K and bringing the position to 3,647 shares worth $384K. The position accounts for 0.15% of the portfolio, ranked #50.

Ledge Wealth Management first reported a position in ITOT in Q1 2022 and has held it in 8 quarters since. The position peaked at $2M in Q1 2022. 1,178 funds tracked by Wall St. Rank hold ITOT as of Q4 2023.

Ledge Wealth Management held 3,647 shares of iShares Core S&P Total US Stock Market ETF worth $384K as of Q4 2023.
Ledge Wealth Management bought 864 iShares Core S&P Total US Stock Market ETF shares in Q4 2023, an estimated $84.7K.
iShares Core S&P Total US Stock Market ETF made up 0.15% of Ledge Wealth Management's portfolio in Q4 2023, its #50 holding.
Ledge Wealth Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2022 and has held it in 8 quarters since.
Ledge Wealth Management's iShares Core S&P Total US Stock Market ETF position peaked at $2M in Q1 2022.
1,178 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q4 2023.

Based on Ledge Wealth Management's 13F filing for Q4 2023, filed 24 Jan 2024.