LWA
ITOT icon

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

Lineweaver Wealth 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
2023
Q4 		– Sell
-4,607
Closed -$434K – 138
2023
Q3 		$434K Hold
4,607
– – 0.13% 99
2023
Q2 		$451K Buy
4,607
+835
+22% +$77.2K 0.13% 87
2023
Q1 		$342K Buy
3,772
+14
+0.4% +$1.24K 0.11% 102
2022
Q4 		$319K Buy
3,758
+18
+0.5% +$1.54K 0.1% 103
2022
Q3 		$297K Buy
3,740
+19
+0.5% +$1.68K 0.1% 107
2022
Q2 		$311K Sell
3,721
-533
-13% -$48.6K 0.1% 100
2022
Q1 		$429K Buy
4,254
+14
+0.3% +$1.4K 0.12% 97
2021
Q4 		$453K Buy
4,240
+15
+0.4% +$1.57K 0.13% 89
2021
Q3 		$415K Sell
4,225
-32
-0.8% -$3.24K 0.13% 90
2021
Q2 		$420K Sell
4,257
-6
-0.1% -$577 0.14% 75
2021
Q1 		$390K Sell
4,263
-8
-0.2% -$718 0.14% 74
2020
Q4 		$368K Sell
4,271
-91
-2% -$7.37K 0.14% 67
2020
Q3 		$329K Buy
4,362
+3
+0.1% +$224 0.15% 65
2020
Q2 		$302K Sell
4,359
-58,641
-93% -$3.83M 0.15% 61
2020
Q1 		$3.61M Sell
63,000
-94,108
-60% -$6.46M 2.27% 15
2019
Q4 		$11.4M Buy
+157,108
New +$10.9M 6.45% 5

Other funds holding ITOT

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Lineweaver Wealth Advisors's ITOT Position: Q4 2023 in Review

Lineweaver Wealth Advisors sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q4 2023, closing a stake of 4,607 shares — an estimated $434K sold.

Lineweaver Wealth Advisors first reported a position in ITOT in Q4 2019 and held it in 16 quarters. The position peaked at $11.4M in Q4 2019. 1,180 funds tracked by Wall St. Rank hold ITOT as of Q4 2023.

  • Lineweaver Wealth Advisors reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q4 2023 after selling out during the quarter.
  • Lineweaver Wealth Advisors sold 4,607 iShares Core S&P Total US Stock Market ETF shares in Q4 2023, an estimated $434K.
  • Lineweaver Wealth Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2019 and held it in 16 quarters.
  • Lineweaver Wealth Advisors's iShares Core S&P Total US Stock Market ETF position peaked at $11.4M in Q4 2019.
  • 1,180 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q4 2023.

Based on Lineweaver Wealth Advisors's 13F filing for Q4 2023, filed 19 Jan 2024.