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

Lockerman Financial Group’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
2022
Q3 		– Sell
-6,228
Closed -$522K – 67
2022
Q2 		$522K Buy
+6,228
New +$567K 1.67% 15

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TAIM
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Betterment LLC
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AllianceBernstein
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Lockerman Financial Group's ITOT Position: Q3 2022 in Review

Lockerman Financial Group sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q3 2022, closing a stake of 6,228 shares — an estimated $522K sold.

Lockerman Financial Group first reported a position in ITOT in Q2 2022 and held it in 1 quarter. The position peaked at $522K in Q2 2022. 978 funds tracked by Wall St. Rank hold ITOT as of Q3 2022.

  • Lockerman Financial Group reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q3 2022 after selling out during the quarter.
  • Lockerman Financial Group sold 6,228 iShares Core S&P Total US Stock Market ETF shares in Q3 2022, an estimated $522K.
  • Lockerman Financial Group first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2022 and held it in 1 quarter.
  • Lockerman Financial Group's iShares Core S&P Total US Stock Market ETF position peaked at $522K in Q2 2022.
  • 978 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2022.

Based on Lockerman Financial Group's 13F filing for Q3 2022, filed 24 Oct 2022.