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

Pinnacle 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
Q1 		– Sell
-6,928
Closed -$741K – 49
2021
Q4 		$741K Buy
+6,928
New +$724K 0.63% 41

Other funds holding ITOT

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Pinnacle Wealth Management's ITOT Position: Q1 2022 in Review

Pinnacle Wealth Management sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q1 2022, closing a stake of 6,928 shares — an estimated $741K sold.

Pinnacle Wealth Management first reported a position in ITOT in Q4 2021 and held it in 1 quarter. The position peaked at $741K in Q4 2021. 1,001 funds tracked by Wall St. Rank hold ITOT as of Q1 2022.

  • Pinnacle Wealth Management reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q1 2022 after selling out during the quarter.
  • Pinnacle Wealth Management sold 6,928 iShares Core S&P Total US Stock Market ETF shares in Q1 2022, an estimated $741K.
  • Pinnacle Wealth Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2021 and held it in 1 quarter.
  • Pinnacle Wealth Management's iShares Core S&P Total US Stock Market ETF position peaked at $741K in Q4 2021.
  • 1,001 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2022.

Based on Pinnacle Wealth Management's 13F filing for Q1 2022, filed 29 Apr 2022.