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Northwest Financial Advisors’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Northwest Financial 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
2024
Q4 		– Sell
-827
Closed -$104K – 318
2024
Q3 		$104K Buy
+827
New +$100K 0.08% 152
2024
Q1 		– Sell
-886
Closed -$93.2K – 292
2023
Q4 		$93.2K Buy
+886
New +$86.8K 0.08% 149

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

Northwest Financial Advisors's ITOT Position: Q4 2024 in Review

Northwest Financial Advisors sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q4 2024, closing a stake of 827 shares — an estimated $104K sold.

Northwest Financial Advisors first reported a position in ITOT in Q4 2023 and held it in 2 quarters. The position peaked at $104K in Q3 2024. 1,429 funds tracked by Wall St. Rank hold ITOT as of Q4 2024.

  • Northwest Financial Advisors reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q4 2024 after selling out during the quarter.
  • Northwest Financial Advisors sold 827 iShares Core S&P Total US Stock Market ETF shares in Q4 2024, an estimated $104K.
  • Northwest Financial Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2023 and held it in 2 quarters.
  • Northwest Financial Advisors's iShares Core S&P Total US Stock Market ETF position peaked at $104K in Q3 2024.
  • 1,429 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q4 2024.

Based on Northwest Financial Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.