New England Guild Wealth Advisors’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

New England Guild 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
2022 Q4	$322K	Hold	3,803	–	–	0.17%	55
2022 Q3	$302K	Hold	3,803	–	–	0.18%	52
2022 Q2	$319K	Hold	3,803	–	–	0.2%	53
2022 Q1	$384K	Hold	3,803	–	–	0.2%	50
2021 Q4	$407K	Hold	3,803	–	–	0.2%	52
2021 Q3	$374K	Sell	3,803 -108	-3%	-$10.9K	0.2%	45
2021 Q2	$386K	Sell	3,911 -298	-7%	-$28.7K	0.21%	45
2021 Q1	$386K	Hold	4,209	–	–	0.22%	44
2020 Q4	$363K	Buy	4,209 +619	+17%	+$50.1K	0.22%	42
2020 Q3	$271K	Hold	3,590	–	–	0.19%	42
2020 Q2	$249K	Hold	3,590	–	–	0.18%	46
2020 Q1	$205K	Buy	+3,590	New	+$246K	0.18%	48

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

TAIM

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

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

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

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

New England Guild Wealth Advisors's ITOT Position: Q4 2022 in Review

New England Guild Wealth Advisors held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q4 2022 at 3,803 shares worth $322K. The position accounts for 0.17% of the portfolio, ranked #55.

New England Guild Wealth Advisors first reported a position in ITOT in Q1 2020 and has held it in 12 quarters since. The position peaked at $407K in Q4 2021. 1,064 funds tracked by Wall St. Rank hold ITOT as of Q4 2022.

New England Guild Wealth Advisors held 3,803 shares of iShares Core S&P Total US Stock Market ETF worth $322K as of Q4 2022.
New England Guild Wealth Advisors left its iShares Core S&P Total US Stock Market ETF share count unchanged in Q4 2022.
iShares Core S&P Total US Stock Market ETF made up 0.17% of New England Guild Wealth Advisors's portfolio in Q4 2022, its #55 holding.
New England Guild Wealth Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2020 and has held it in 12 quarters since.
New England Guild Wealth Advisors's iShares Core S&P Total US Stock Market ETF position peaked at $407K in Q4 2021.
1,064 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q4 2022.

Based on New England Guild Wealth Advisors's 13F filing for Q4 2022, filed 11 Jan 2023.