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

Milestone Advisory Partners’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 Q3	$2.64M	Buy	28,017 +3,734	+15%	+$367K	2.19%	17
2023 Q2	$2.38M	Buy	24,283 +943	+4%	+$87.2K	2.15%	19
2023 Q1	$2.11M	Buy	23,340 +193	+0.8%	+$17.1K	1.95%	17
2022 Q4	$1.96M	Sell	23,147 -709	-3%	-$60.5K	1.46%	17
2022 Q3	$1.9M	Sell	23,856 -36	-0.2%	-$3.18K	1.42%	17
2022 Q2	$2.02M	Sell	23,892 -78	-0.3%	-$7.11K	1.64%	16
2022 Q1	$2.42M	Buy	23,970 +605	+3%	+$60.3K	1.31%	23
2021 Q4	$2.5M	Sell	23,365 -46	-0.2%	-$4.81K	1.26%	22
2021 Q3	$2.3M	Sell	23,411 -177	-0.8%	-$17.9K	1.35%	23
2021 Q2	$2.33M	Sell	23,588 -1,520	-6%	-$146K	1.23%	24
2021 Q1	$2.3M	Sell	25,108 -1,635	-6%	-$147K	1.23%	25
2020 Q4	$2.31M	Sell	26,743 -4	-0%	-$324	1.31%	24
2020 Q3	$2.02M	Buy	26,747 +2,787	+12%	+$208K	1.26%	19
2020 Q2	$1.66M	Buy	23,960 +630	+3%	+$41.2K	0.98%	22
2020 Q1	$1.33M	Sell	23,330 -32,534	-58%	-$2.23M	0.93%	15
2019 Q4	$4.06M	Buy	55,864 +222	+0.4%	+$15.4K	2.13%	15
2019 Q3	$3.73M	Buy	55,642 +13,884	+33%	+$930K	2.1%	15
2019 Q2	$2.78M	Buy	41,758 +649	+2%	+$42.5K	1.69%	18
2019 Q1	$2.65M	Buy	41,109 +14,408	+54%	+$894K	1.71%	17
2018 Q4	$1.5M	Sell	26,701 -30,712	-53%	-$1.89M	1.3%	19
2018 Q3	$3.83M	Buy	57,413 +870	+2%	+$57K	2.71%	15
2018 Q2	$3.54M	Buy	56,543 +1,826	+3%	+$113K	2.63%	12
2018 Q1	$3.31M	Sell	54,717 -2,359	-4%	-$147K	2.47%	11
2017 Q4	$3.49M	Buy	+57,076	New	+$3.4M	2.61%	12

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

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

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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

BTI

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Milestone Advisory Partners's ITOT Position: Q3 2023 in Review

Milestone Advisory Partners increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 15% in Q3 2023, buying an estimated $367K and bringing the position to 28,017 shares worth $2.64M. The position accounts for 2.19% of the portfolio, ranked #17.

Milestone Advisory Partners first reported a position in ITOT in Q4 2017 and has held it in 24 quarters since. The position peaked at $4.06M in Q4 2019. 1,072 funds tracked by Wall St. Rank hold ITOT as of Q3 2023.

Milestone Advisory Partners held 28,017 shares of iShares Core S&P Total US Stock Market ETF worth $2.64M as of Q3 2023.
Milestone Advisory Partners bought 3,734 iShares Core S&P Total US Stock Market ETF shares in Q3 2023, an estimated $367K.
iShares Core S&P Total US Stock Market ETF made up 2.19% of Milestone Advisory Partners's portfolio in Q3 2023, its #17 holding.
Milestone Advisory Partners first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2017 and has held it in 24 quarters since.
Milestone Advisory Partners's iShares Core S&P Total US Stock Market ETF position peaked at $4.06M in Q4 2019.
1,072 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2023.

Based on Milestone Advisory Partners's 13F filing for Q3 2023, filed 8 Nov 2023.