LF
ITOT icon

Lee Financial’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Lee Financial’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
-50
Closed -$4.24K – 875
2022
Q4 		$4.24K Hold
50
– – ﹤0.01% 576
2022
Q3 		$4K Hold
50
– – ﹤0.01% 574
2022
Q2 		$4K Hold
50
– – ﹤0.01% 591
2022
Q1 		$5K Hold
50
– – ﹤0.01% 510
2021
Q4 		$5K Hold
50
– – ﹤0.01% 597
2021
Q3 		$5K Hold
50
– – ﹤0.01% 490
2021
Q2 		$5K Hold
50
– – ﹤0.01% 460
2021
Q1 		$5K Buy
+50
New +$4.49K ﹤0.01% 427

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 $8.74B AUM 14.62% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return

Lee Financial's ITOT Position: Q1 2023 in Review

Lee Financial sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q1 2023, closing a stake of 50 shares — an estimated $4.24K sold.

Lee Financial first reported a position in ITOT in Q1 2021 and held it in 8 quarters. The position peaked at $5K in Q1 2022. 1,053 funds tracked by Wall St. Rank hold ITOT as of Q1 2023.

  • Lee Financial reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q1 2023 after selling out during the quarter.
  • Lee Financial sold 50 iShares Core S&P Total US Stock Market ETF shares in Q1 2023, an estimated $4.24K.
  • Lee Financial first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2021 and held it in 8 quarters.
  • Lee Financial's iShares Core S&P Total US Stock Market ETF position peaked at $5K in Q1 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 Lee Financial's 13F filing for Q1 2023, filed 15 May 2023.