M&R Capital Management’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

M&R Capital Management’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 Q3	$8.92K	Hold	71	–	–	﹤0.01%	407
2024 Q2	$8.43K	Hold	71	–	–	﹤0.01%	390
2024 Q1	$8.19K	Hold	71	–	–	﹤0.01%	388
2023 Q4	$7.47K	Hold	71	–	–	﹤0.01%	437
2023 Q3	$6.69K	Buy	+71	New	+$6.98K	﹤0.01%	435
2022 Q4	–	Sell	-2,022	Closed	-$160K	–	614
2022 Q3	$160K	Hold	2,022	–	–	0.05%	153
2022 Q2	$169K	Buy	2,022 +1	+0%	+$91	0.04%	152
2022 Q1	$204K	Buy	2,021 +7	+0.3%	+$698	0.04%	152
2021 Q4	$215K	Buy	2,014 +14	+0.7%	+$1.46K	0.04%	150
2021 Q3	$196K	Hold	2,000	–	–	0.04%	151
2021 Q2	$197K	Buy	+2,000	New	+$192K	0.05%	152

Other funds holding ITOT

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

M&R Capital Management's ITOT Position: Q3 2024 in Review

M&R Capital Management held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q3 2024 at 71 shares worth $8.92K. The position accounts for ﹤0.01% of the portfolio, ranked #407.

M&R Capital Management first reported a position in ITOT in Q2 2021 and has held it in 11 quarters since. The position peaked at $215K in Q4 2021. 1,281 funds tracked by Wall St. Rank hold ITOT as of Q3 2024.

M&R Capital Management held 71 shares of iShares Core S&P Total US Stock Market ETF worth $8.92K as of Q3 2024.
M&R Capital Management left its iShares Core S&P Total US Stock Market ETF share count unchanged in Q3 2024.
iShares Core S&P Total US Stock Market ETF made up ﹤0.01% of M&R Capital Management's portfolio in Q3 2024, its #407 holding.
M&R Capital Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2021 and has held it in 11 quarters since.
M&R Capital Management's iShares Core S&P Total US Stock Market ETF position peaked at $215K in Q4 2021.
1,281 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2024.

Based on M&R Capital Management's 13F filing for Q3 2024, filed 2 Oct 2024.