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

Nauset Wealth 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	$8K	Buy	+77	New	+$7.68K	0.01%	200

Other funds holding ITOT

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Nauset Wealth Management's ITOT Position: Q1 2022 in Review

Nauset Wealth Management opened a new position in iShares Core S&P Total US Stock Market ETF (ITOT) in Q1 2022: 77 shares worth $8K. The stake represents 0.01% of the portfolio and ranks #200 among its holdings.

1,002 funds tracked by Wall St. Rank hold ITOT as of Q1 2022.

Nauset Wealth Management held 77 shares of iShares Core S&P Total US Stock Market ETF worth $8K as of Q1 2022.
iShares Core S&P Total US Stock Market ETF was a new Nauset Wealth Management position in Q1 2022.
iShares Core S&P Total US Stock Market ETF made up 0.01% of Nauset Wealth Management's portfolio in Q1 2022, its #200 holding.
1,002 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2022.

Based on Nauset Wealth Management's 13F filing for Q1 2022, filed 28 Apr 2022.