Pathstone Family Office’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History
Bought
Maintained
Sold
Other funds holding ITOT
BTI
SWM
Pathstone Family Office's ITOT Position: Q3 2023 in Review
Pathstone Family Office increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 3.9% in Q3 2023, buying an estimated $804K and bringing the position to 220,064 shares worth $20.7M. The position accounts for 0.16% of the portfolio, ranked #95.
Pathstone Family Office first reported a position in ITOT in Q3 2018 and has held it in 20 quarters since. The position peaked at $52.5M in Q3 2022. 1,072 funds tracked by Wall St. Rank hold ITOT as of Q3 2023.
- Pathstone Family Office held 220,064 shares of iShares Core S&P Total US Stock Market ETF worth $20.7M as of Q3 2023.
- Pathstone Family Office bought 8,181 iShares Core S&P Total US Stock Market ETF shares in Q3 2023, an estimated $804K.
- iShares Core S&P Total US Stock Market ETF made up 0.16% of Pathstone Family Office's portfolio in Q3 2023, its #95 holding.
- Pathstone Family Office first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2018 and has held it in 20 quarters since.
- Pathstone Family Office's iShares Core S&P Total US Stock Market ETF position peaked at $52.5M in Q3 2022.
- 1,072 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2023.
Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.