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

Pinnacle Private Wealth’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	$877K	Sell	10,465 -256	-2%	-$23.3K	0.34%	77
2022 Q1	$1.08M	Buy	10,721 +80	+0.8%	+$7.98K	0.34%	74
2021 Q4	$1.14M	Buy	+10,641	New	+$1.11M	0.36%	69

Other funds holding ITOT

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

TAIM

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

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Pinnacle Private Wealth's ITOT Position: Q2 2022 in Review

Pinnacle Private Wealth reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 2.4% in Q2 2022, selling an estimated $23.3K and leaving 10,465 shares worth $877K. The position accounts for 0.34% of the portfolio, ranked #77.

Pinnacle Private Wealth first reported a position in ITOT in Q4 2021 and has held it in 3 quarters since. The position peaked at $1.14M in Q4 2021. 994 funds tracked by Wall St. Rank hold ITOT as of Q2 2022.

Pinnacle Private Wealth held 10,465 shares of iShares Core S&P Total US Stock Market ETF worth $877K as of Q2 2022.
Pinnacle Private Wealth sold 256 iShares Core S&P Total US Stock Market ETF shares in Q2 2022, an estimated $23.3K.
iShares Core S&P Total US Stock Market ETF made up 0.34% of Pinnacle Private Wealth's portfolio in Q2 2022, its #77 holding.
Pinnacle Private Wealth first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2021 and has held it in 3 quarters since.
Pinnacle Private Wealth's iShares Core S&P Total US Stock Market ETF position peaked at $1.14M in Q4 2021.
994 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2022.

Based on Pinnacle Private Wealth's 13F filing for Q2 2022, filed 15 Jul 2022.