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

Mystic Asset Management’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
2022
Q1 		– Sell
-778
Closed -$83K – 276
2021
Q4 		$83K Buy
+778
New +$81.3K 0.04% 223

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TAIM
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AllianceBernstein
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Morgan Stanley
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MFRM
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SW
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Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Mystic Asset Management's ITOT Position: Q1 2022 in Review

Mystic Asset Management sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q1 2022, closing a stake of 778 shares — an estimated $83K sold.

Mystic Asset Management first reported a position in ITOT in Q4 2021 and held it in 1 quarter. The position peaked at $83K in Q4 2021. 1,001 funds tracked by Wall St. Rank hold ITOT as of Q1 2022.

  • Mystic Asset Management reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q1 2022 after selling out during the quarter.
  • Mystic Asset Management sold 778 iShares Core S&P Total US Stock Market ETF shares in Q1 2022, an estimated $83K.
  • Mystic Asset Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2021 and held it in 1 quarter.
  • Mystic Asset Management's iShares Core S&P Total US Stock Market ETF position peaked at $83K in Q4 2021.
  • 1,001 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2022.

Based on Mystic Asset Management's 13F filing for Q1 2022, filed 11 May 2022.