Maiden Cove Capital’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Maiden Cove Capital’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 Q4	$200K	Buy	+1,557	New	+$202K	0.31%	65

Other funds holding ITOT

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Maiden Cove Capital's ITOT Position: Q4 2024 in Review

Maiden Cove Capital opened a new position in iShares Core S&P Total US Stock Market ETF (ITOT) in Q4 2024: 1,557 shares worth $200K. The stake represents 0.31% of the portfolio and ranks #65 among its holdings.

1,431 funds tracked by Wall St. Rank hold ITOT as of Q4 2024.

Maiden Cove Capital held 1,557 shares of iShares Core S&P Total US Stock Market ETF worth $200K as of Q4 2024.
iShares Core S&P Total US Stock Market ETF was a new Maiden Cove Capital position in Q4 2024.
iShares Core S&P Total US Stock Market ETF made up 0.31% of Maiden Cove Capital's portfolio in Q4 2024, its #65 holding.
1,431 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q4 2024.

Based on Maiden Cove Capital's 13F filing for Q4 2024, filed 16 Jan 2025.