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

PFG Private 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
Q2 		– Sell
-3
Closed – – 320
2022
Q1 		$0 Buy
+3
New +$299 ﹤0.01% 326

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Envestnet Asset Management
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TAIM
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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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PFG Private Wealth Management's ITOT Position: Q2 2022 in Review

PFG Private Wealth Management sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q2 2022, closing a stake of 3 shares.

PFG Private Wealth Management first reported a position in ITOT in Q1 2022 and held it in 1 quarter. The position peaked at $0 in Q1 2022. 992 funds tracked by Wall St. Rank hold ITOT as of Q2 2022.

  • PFG Private Wealth Management reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q2 2022 after selling out during the quarter.
  • PFG Private Wealth Management sold 3 iShares Core S&P Total US Stock Market ETF shares in Q2 2022.
  • PFG Private Wealth Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2022 and held it in 1 quarter.
  • PFG Private Wealth Management's iShares Core S&P Total US Stock Market ETF position peaked at $0 in Q1 2022.
  • 992 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2022.

Based on PFG Private Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.