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

Prelude Capital 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
2024 Q4	–	Sell	-4,729	Closed	-$594K	–	1370
2024 Q3	$594K	Buy	+4,729	New	+$573K	0.04%	558
2023 Q4	–	Sell	-4,293	Closed	-$404K	–	1227
2023 Q3	$404K	Sell	4,293 -19,065	-82%	-$1.87M	0.03%	543
2023 Q2	$2.29M	Buy	+23,358	New	+$2.16M	0.15%	173

Other funds holding ITOT

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Prelude Capital Management's ITOT Position: Q4 2024 in Review

Prelude Capital Management sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q4 2024, closing a stake of 4,729 shares — an estimated $594K sold.

Prelude Capital Management first reported a position in ITOT in Q2 2023 and held it in 3 quarters. The position peaked at $2.29M in Q2 2023. 1,429 funds tracked by Wall St. Rank hold ITOT as of Q4 2024.

Prelude Capital Management reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q4 2024 after selling out during the quarter.
Prelude Capital Management sold 4,729 iShares Core S&P Total US Stock Market ETF shares in Q4 2024, an estimated $594K.
Prelude Capital Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2023 and held it in 3 quarters.
Prelude Capital Management's iShares Core S&P Total US Stock Market ETF position peaked at $2.29M in Q2 2023.
1,429 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q4 2024.

Based on Prelude Capital Management's 13F filing for Q4 2024, filed 14 Feb 2025.