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

LifeSteps 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
2024
Q2 		– Sell
-1
Closed -$58 – 234
2024
Q1 		$58 Buy
+1
New +$110 ﹤0.01% 435

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Morgan Stanley
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AllianceBernstein
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Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wealthfront Advisers
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
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SWM
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LifeSteps Financial's ITOT Position: Q2 2024 in Review

LifeSteps Financial sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q2 2024, closing a stake of 1 share — an estimated $58 sold.

LifeSteps Financial first reported a position in ITOT in Q1 2024 and held it in 1 quarter. The position peaked at $58 in Q1 2024. 1,241 funds tracked by Wall St. Rank hold ITOT as of Q2 2024.

  • LifeSteps Financial reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q2 2024 after selling out during the quarter.
  • LifeSteps Financial sold 1 iShares Core S&P Total US Stock Market ETF share in Q2 2024, an estimated $58.
  • LifeSteps Financial first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2024 and held it in 1 quarter.
  • LifeSteps Financial's iShares Core S&P Total US Stock Market ETF position peaked at $58 in Q1 2024.
  • 1,241 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2024.

Based on LifeSteps Financial's 13F filing for Q2 2024, filed 17 Jul 2024.