PPP
ITOT icon

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

Private Portfolio Partners’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 		$720K Sell
5,596
-60
-1% -$7.77K 0.13% 126
2024
Q3 		$710K Buy
+5,656
New +$685K 0.13% 124
2024
Q2 		– Sell
-7,237
Closed -$834K – 163
2024
Q1 		$834K Buy
7,237
+52
+0.7% +$5.7K 0.17% 101
2023
Q4 		$756K Sell
7,185
-17
-0.2% -$1.67K 0.17% 100
2023
Q3 		$678K Buy
7,202
+108
+2% +$10.6K 0.18% 97
2023
Q2 		$694K Buy
7,094
+188
+3% +$17.4K 0.18% 95
2023
Q1 		$625K Sell
6,906
-723
-9% -$64.2K 0.17% 99
2022
Q4 		$647K Sell
7,629
-40
-0.5% -$3.41K 0.17% 107
2022
Q3 		$610K Sell
7,669
-91
-1% -$8.05K 0.17% 110
2022
Q2 		$650K Sell
7,760
-1
-0% -$91 0.18% 102
2022
Q1 		$783K Sell
7,761
-619
-7% -$61.7K 0.19% 101
2021
Q4 		$897K Buy
8,380
+141
+2% +$14.7K 0.23% 95
2021
Q3 		$811K Sell
8,239
-625
-7% -$63.2K 0.23% 95
2021
Q2 		$875K Buy
8,864
+832
+10% +$80K 0.25% 84
2021
Q1 		$736K Buy
8,032
+2,780
+53% +$249K 0.24% 87
2020
Q4 		$453K Buy
5,252
+2,220
+73% +$180K 0.16% 123
2020
Q3 		$229K Buy
+3,032
New +$226K 0.09% 185
2020
Q2 		– Sell
-5,429
Closed -$311K – 205
2020
Q1 		$311K Sell
5,429
-12,539
-70% -$860K 0.17% 131
2019
Q4 		$1.31M Sell
17,968
-95
-0.5% -$6.61K 0.57% 46
2019
Q3 		$1.21M Sell
18,063
-18,522
-51% -$1.24M 0.57% 49
2019
Q2 		$2.44M Buy
36,585
+10,380
+40% +$680K 1.05% 21
2019
Q1 		$1.69M Buy
+26,205
New +$1.63M 0.89% 27

Other funds holding ITOT

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
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
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Private Portfolio Partners's ITOT Position: Q4 2024 in Review

Private Portfolio Partners reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 1.1% in Q4 2024, selling an estimated $7.77K and leaving 5,596 shares worth $720K. The position accounts for 0.13% of the portfolio, ranked #126.

Private Portfolio Partners first reported a position in ITOT in Q1 2019 and has held it in 22 quarters since. The position peaked at $2.44M in Q2 2019. 1,429 funds tracked by Wall St. Rank hold ITOT as of Q4 2024.

  • Private Portfolio Partners held 5,596 shares of iShares Core S&P Total US Stock Market ETF worth $720K as of Q4 2024.
  • Private Portfolio Partners sold 60 iShares Core S&P Total US Stock Market ETF shares in Q4 2024, an estimated $7.77K.
  • iShares Core S&P Total US Stock Market ETF made up 0.13% of Private Portfolio Partners's portfolio in Q4 2024, its #126 holding.
  • Private Portfolio Partners first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2019 and has held it in 22 quarters since.
  • Private Portfolio Partners's iShares Core S&P Total US Stock Market ETF position peaked at $2.44M in Q2 2019.
  • 1,429 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q4 2024.

Based on Private Portfolio Partners's 13F filing for Q4 2024, filed 12 Feb 2025.