Moss Adams Wealth Advisors’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Moss Adams Wealth Advisors’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 Q4	–	Sell	-315	Closed	-$29.8K	–	148
2023 Q3	$29.8K	Hold	315	–	–	0.01%	128
2023 Q2	$30.8K	Hold	315	–	–	0.01%	114
2023 Q1	$28.5K	Hold	315	–	–	0.01%	122
2022 Q4	$26.7K	Buy	+315	New	+$26.9K	0.01%	135

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

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Moss Adams Wealth Advisors's ITOT Position: Q4 2023 in Review

Moss Adams Wealth Advisors sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q4 2023, closing a stake of 315 shares — an estimated $29.8K sold.

Moss Adams Wealth Advisors first reported a position in ITOT in Q4 2022 and held it in 4 quarters. The position peaked at $30.8K in Q2 2023. 1,178 funds tracked by Wall St. Rank hold ITOT as of Q4 2023.

Moss Adams Wealth Advisors reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q4 2023 after selling out during the quarter.
Moss Adams Wealth Advisors sold 315 iShares Core S&P Total US Stock Market ETF shares in Q4 2023, an estimated $29.8K.
Moss Adams Wealth Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2022 and held it in 4 quarters.
Moss Adams Wealth Advisors's iShares Core S&P Total US Stock Market ETF position peaked at $30.8K in Q2 2023.
1,178 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q4 2023.

Based on Moss Adams Wealth Advisors's 13F filing for Q4 2023, filed 6 Feb 2024.