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

Maple 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
2023 Q4	–	Sell	-4,000	Closed	-$377K	–	102
2023 Q3	$377K	Sell	4,000 -142	-3%	-$14K	0.04%	73
2023 Q2	$405K	Hold	4,142	–	–	0.04%	70
2023 Q1	$375K	Hold	4,142	–	–	0.05%	73
2022 Q4	$351K	Sell	4,142 -275	-6%	-$23.5K	0.05%	73
2022 Q3	$388K	Sell	4,417 -274	-6%	-$24.2K	0.05%	69
2022 Q2	$393K	Sell	4,691 -161	-3%	-$14.7K	0.05%	73
2022 Q1	$490K	Buy	4,852 +157	+3%	+$15.7K	0.06%	71
2021 Q4	$502K	Buy	4,695 +1,300	+38%	+$136K	0.05%	68
2021 Q3	$334K	Buy	+3,395	New	+$343K	0.04%	79

Other funds holding ITOT

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Maple Capital Management's ITOT Position: Q4 2023 in Review

Maple Capital Management sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q4 2023, closing a stake of 4,000 shares — an estimated $377K sold.

Maple Capital Management first reported a position in ITOT in Q3 2021 and held it in 9 quarters. The position peaked at $502K in Q4 2021. 1,178 funds tracked by Wall St. Rank hold ITOT as of Q4 2023.

Maple Capital Management reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q4 2023 after selling out during the quarter.
Maple Capital Management sold 4,000 iShares Core S&P Total US Stock Market ETF shares in Q4 2023, an estimated $377K.
Maple Capital Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2021 and held it in 9 quarters.
Maple Capital Management's iShares Core S&P Total US Stock Market ETF position peaked at $502K in Q4 2021.
1,178 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q4 2023.

Based on Maple Capital Management's 13F filing for Q4 2023, filed 7 Feb 2024.