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

Provident 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
2023 Q3	–	Sell	-92	Closed	-$9.01K	–	85
2023 Q2	$9.01K	Hold	92	–	–	﹤0.01%	81
2023 Q1	$8.32K	Buy	92 +1	+1%	+$89	﹤0.01%	85
2022 Q4	$7.76K	Hold	91	–	–	﹤0.01%	81
2022 Q3	$7K	Hold	91	–	–	﹤0.01%	85
2022 Q2	$8K	Buy	91 +1	+1%	+$91	0.01%	87
2022 Q1	$9K	Buy	+90	New	+$8.97K	0.01%	90

Other funds holding ITOT

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

BlackRock New York $5.72T AUM 30.48% 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

Charles Schwab San Francisco, California $654B AUM 26.35% 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

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

BTI

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Provident Wealth Management's ITOT Position: Q3 2023 in Review

Provident Wealth Management sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q3 2023, closing a stake of 92 shares — an estimated $9.01K sold.

Provident Wealth Management first reported a position in ITOT in Q1 2022 and held it in 6 quarters. The position peaked at $9.01K in Q2 2023. 1,072 funds tracked by Wall St. Rank hold ITOT as of Q3 2023.

Provident Wealth Management reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q3 2023 after selling out during the quarter.
Provident Wealth Management sold 92 iShares Core S&P Total US Stock Market ETF shares in Q3 2023, an estimated $9.01K.
Provident Wealth Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2022 and held it in 6 quarters.
Provident Wealth Management's iShares Core S&P Total US Stock Market ETF position peaked at $9.01K in Q2 2023.
1,072 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2023.

Based on Provident Wealth Management's 13F filing for Q3 2023, filed 19 Oct 2023.