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

Maripau Wealth 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
Q2 		– Sell
-2,549
Closed -$231K – 103
2023
Q1 		$231K Hold
2,549
– – 0.24% 73
2022
Q4 		$220K Buy
2,549
+193
+8% +$16.5K 0.23% 75
2022
Q3 		$202K Buy
+2,356
New +$208K 0.22% 82

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
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CS
Cisco Systems San Jose, California $405M AUM 4.84% 1-Year Est. Return

Maripau Wealth Management's ITOT Position: Q2 2023 in Review

Maripau Wealth Management sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q2 2023, closing a stake of 2,549 shares — an estimated $231K sold.

Maripau Wealth Management first reported a position in ITOT in Q3 2022 and held it in 3 quarters. The position peaked at $231K in Q1 2023. 1,074 funds tracked by Wall St. Rank hold ITOT as of Q2 2023.

  • Maripau Wealth Management reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q2 2023 after selling out during the quarter.
  • Maripau Wealth Management sold 2,549 iShares Core S&P Total US Stock Market ETF shares in Q2 2023, an estimated $231K.
  • Maripau Wealth Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2022 and held it in 3 quarters.
  • Maripau Wealth Management's iShares Core S&P Total US Stock Market ETF position peaked at $231K in Q1 2023.
  • 1,074 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2023.

Based on Maripau Wealth Management's 13F filing for Q2 2023, filed 14 Aug 2023.