Monterey Private Wealth’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History
Bought
Maintained
Sold
Other funds holding ITOT
TAIM
CCMG
Monterey Private Wealth's ITOT Position: Q2 2022 in Review
Monterey Private Wealth sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q2 2022, closing a stake of 6,844 shares — an estimated $701K sold.
Monterey Private Wealth first reported a position in ITOT in Q1 2022 and held it in 1 quarter. The position peaked at $701K in Q1 2022. 992 funds tracked by Wall St. Rank hold ITOT as of Q2 2022.
- Monterey Private Wealth reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q2 2022 after selling out during the quarter.
- Monterey Private Wealth sold 6,844 iShares Core S&P Total US Stock Market ETF shares in Q2 2022, an estimated $701K.
- Monterey Private Wealth first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2022 and held it in 1 quarter.
- Monterey Private Wealth's iShares Core S&P Total US Stock Market ETF position peaked at $701K in Q1 2022.
- 992 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2022.
Based on Monterey Private Wealth's 13F filing for Q2 2022, filed 13 Jul 2022.