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LWM Advisory Services’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

LWM Advisory Services’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
-684
Closed -$64.5K – 118
2023
Q3 		$64.5K Buy
+684
New +$67.2K 0.07% 87

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

LWM Advisory Services's ITOT Position: Q4 2023 in Review

LWM Advisory Services sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q4 2023, closing a stake of 684 shares — an estimated $64.5K sold.

LWM Advisory Services first reported a position in ITOT in Q3 2023 and held it in 1 quarter. The position peaked at $64.5K in Q3 2023. 1,178 funds tracked by Wall St. Rank hold ITOT as of Q4 2023.

  • LWM Advisory Services reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q4 2023 after selling out during the quarter.
  • LWM Advisory Services sold 684 iShares Core S&P Total US Stock Market ETF shares in Q4 2023, an estimated $64.5K.
  • LWM Advisory Services first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2023 and held it in 1 quarter.
  • LWM Advisory Services's iShares Core S&P Total US Stock Market ETF position peaked at $64.5K in Q3 2023.
  • 1,178 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q4 2023.

Based on LWM Advisory Services's 13F filing for Q4 2023, filed 5 Feb 2024.