Moloney Securities Asset Management’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
-2,626
Closed -$238K 442
2023
Q1
$238K Buy
2,626
+3
+0.1% +$266 0.04% 359
2022
Q4
$222K Buy
+2,623
New +$224K 0.05% 345

Other funds holding ITOT

Moloney Securities Asset Management's ITOT Position: Q2 2023 in Review

Moloney Securities Asset Management sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q2 2023, closing a stake of 2,626 shares — an estimated $238K sold.

Moloney Securities Asset Management first reported a position in ITOT in Q4 2022 and held it in 2 quarters. The position peaked at $238K in Q1 2023. 1,074 funds tracked by Wall St. Rank hold ITOT as of Q2 2023.

  • Moloney Securities Asset Management reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q2 2023 after selling out during the quarter.
  • Moloney Securities Asset Management sold 2,626 iShares Core S&P Total US Stock Market ETF shares in Q2 2023, an estimated $238K.
  • Moloney Securities Asset Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2022 and held it in 2 quarters.
  • Moloney Securities Asset Management's iShares Core S&P Total US Stock Market ETF position peaked at $238K 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 Moloney Securities Asset Management's 13F filing for Q2 2023, filed 31 Jul 2023.