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

Lighthouse Financial 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
2021
Q1 		$350K Sell
3,827
-147
-4% -$13.2K 0.11% 88
2020
Q4 		$342K Sell
3,974
-298
-7% -$24.1K 0.12% 86
2020
Q3 		$322K Sell
4,272
-219
-5% -$16.3K 0.12% 84
2020
Q2 		$311K Buy
+4,491
New +$294K 0.13% 81

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
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 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
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Lighthouse Financial Advisors's ITOT Position: Q1 2021 in Review

Lighthouse Financial Advisors reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 3.7% in Q1 2021, selling an estimated $13.2K and leaving 3,827 shares worth $350K. The position accounts for 0.11% of the portfolio, ranked #88.

Lighthouse Financial Advisors first reported a position in ITOT in Q2 2020 and has held it in 4 quarters since. 820 funds tracked by Wall St. Rank hold ITOT as of Q1 2021.

  • Lighthouse Financial Advisors held 3,827 shares of iShares Core S&P Total US Stock Market ETF worth $350K as of Q1 2021.
  • Lighthouse Financial Advisors sold 147 iShares Core S&P Total US Stock Market ETF shares in Q1 2021, an estimated $13.2K.
  • iShares Core S&P Total US Stock Market ETF made up 0.11% of Lighthouse Financial Advisors's portfolio in Q1 2021, its #88 holding.
  • Lighthouse Financial Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2020 and has held it in 4 quarters since.
  • 820 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2021.

Based on Lighthouse Financial Advisors's 13F filing for Q1 2021, filed 10 May 2021.