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Moors & Cabot’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Moors & Cabot’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
2024
Q4 		– Sell
-2,166
Closed -$272K – 909
2024
Q3 		$272K Sell
2,166
-284
-12% -$34.4K 0.01% 686
2024
Q2 		$291K Buy
2,450
+142
+6% +$16.3K 0.02% 631
2024
Q1 		$266K Buy
2,308
+187
+9% +$20.5K 0.01% 712
2023
Q4 		$223K Buy
+2,121
New +$208K 0.01% 716
2023
Q2 		– Sell
-3,092
Closed -$280K – 881
2023
Q1 		$280K Sell
3,092
-30
-1% -$2.66K 0.02% 629
2022
Q4 		$265K Sell
3,122
-1,196
-28% -$102K 0.02% 630
2022
Q3 		$343K Sell
4,318
-715
-14% -$63.2K 0.03% 520
2022
Q2 		$422K Sell
5,033
-1,798
-26% -$164K 0.03% 461
2022
Q1 		$690K Buy
6,831
+808
+13% +$80.6K 0.04% 378
2021
Q4 		$644K Buy
6,023
+1,473
+32% +$154K 0.04% 392
2021
Q3 		$446K Sell
4,550
-982
-18% -$99.3K 0.03% 474
2021
Q2 		$546K Buy
5,532
+983
+22% +$94.5K 0.04% 396
2021
Q1 		$418K Buy
4,549
+421
+10% +$37.8K 0.03% 427
2020
Q4 		$355K Buy
4,128
+613
+17% +$49.6K 0.03% 467
2020
Q3 		$265K Buy
+3,515
New +$262K 0.02% 503

Other funds holding ITOT

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Moors & Cabot's ITOT Position: Q4 2024 in Review

Moors & Cabot sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q4 2024, closing a stake of 2,166 shares — an estimated $272K sold.

Moors & Cabot first reported a position in ITOT in Q3 2020 and held it in 15 quarters. The position peaked at $690K in Q1 2022. 1,429 funds tracked by Wall St. Rank hold ITOT as of Q4 2024.

  • Moors & Cabot reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q4 2024 after selling out during the quarter.
  • Moors & Cabot sold 2,166 iShares Core S&P Total US Stock Market ETF shares in Q4 2024, an estimated $272K.
  • Moors & Cabot first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2020 and held it in 15 quarters.
  • Moors & Cabot's iShares Core S&P Total US Stock Market ETF position peaked at $690K in Q1 2022.
  • 1,429 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q4 2024.

Based on Moors & Cabot's 13F filing for Q4 2024, filed 7 Feb 2025.