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Legacy Investment Solutions’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Legacy Investment Solutions’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 		$14.5K Hold
110
– – 0.01% 249
2024
Q3 		$14.5K Buy
+110
New +$13.3K 0.01% 260

Other funds holding ITOT

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
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
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Legacy Investment Solutions's ITOT Position: Q4 2024 in Review

Legacy Investment Solutions held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q4 2024 at 110 shares worth $14.5K. The position accounts for 0.01% of the portfolio, ranked #249.

Legacy Investment Solutions first reported a position in ITOT in Q3 2024 and has held it in 2 quarters since. 1,429 funds tracked by Wall St. Rank hold ITOT as of Q4 2024.

  • Legacy Investment Solutions held 110 shares of iShares Core S&P Total US Stock Market ETF worth $14.5K as of Q4 2024.
  • Legacy Investment Solutions left its iShares Core S&P Total US Stock Market ETF share count unchanged in Q4 2024.
  • iShares Core S&P Total US Stock Market ETF made up 0.01% of Legacy Investment Solutions's portfolio in Q4 2024, its #249 holding.
  • Legacy Investment Solutions first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2024 and has held it in 2 quarters since.
  • 1,429 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q4 2024.

Based on Legacy Investment Solutions's 13F filing for Q4 2024, filed 14 Feb 2025.