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

Phocas Financial Corp’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
2023
Q1 		– Sell
-1,025
Closed -$86.9K – 245
2022
Q4 		$86.9K Buy
+1,025
New +$87.5K 0.01% 212

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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
AllianceBernstein
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CS
Cisco Systems San Jose, California $405M AUM 4.84% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return

Phocas Financial Corp's ITOT Position: Q1 2023 in Review

Phocas Financial Corp sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q1 2023, closing a stake of 1,025 shares — an estimated $86.9K sold.

Phocas Financial Corp first reported a position in ITOT in Q4 2022 and held it in 1 quarter. The position peaked at $86.9K in Q4 2022. 1,053 funds tracked by Wall St. Rank hold ITOT as of Q1 2023.

  • Phocas Financial Corp reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q1 2023 after selling out during the quarter.
  • Phocas Financial Corp sold 1,025 iShares Core S&P Total US Stock Market ETF shares in Q1 2023, an estimated $86.9K.
  • Phocas Financial Corp first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2022 and held it in 1 quarter.
  • Phocas Financial Corp's iShares Core S&P Total US Stock Market ETF position peaked at $86.9K in Q4 2022.
  • 1,053 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2023.

Based on Phocas Financial Corp's 13F filing for Q1 2023, filed 13 Apr 2023.