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Planning Capital Management Corporation’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Planning Capital Management Corporation’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
2024
Q2 		– Sell
-32
Closed -$3.69K – 741
2024
Q1 		$3.69K Buy
+32
New +$3.51K ﹤0.01% 510

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Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
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AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Planning Capital Management Corporation's ITOT Position: Q2 2024 in Review

Planning Capital Management Corporation sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q2 2024, closing a stake of 32 shares — an estimated $3.69K sold.

Planning Capital Management Corporation first reported a position in ITOT in Q1 2024 and held it in 1 quarter. The position peaked at $3.69K in Q1 2024. 1,241 funds tracked by Wall St. Rank hold ITOT as of Q2 2024.

  • Planning Capital Management Corporation reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q2 2024 after selling out during the quarter.
  • Planning Capital Management Corporation sold 32 iShares Core S&P Total US Stock Market ETF shares in Q2 2024, an estimated $3.69K.
  • Planning Capital Management Corporation first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2024 and held it in 1 quarter.
  • Planning Capital Management Corporation's iShares Core S&P Total US Stock Market ETF position peaked at $3.69K in Q1 2024.
  • 1,241 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2024.

Based on Planning Capital Management Corporation's 13F filing for Q2 2024, filed 12 Aug 2024.