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

PRW 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
2021
Q3 		– Sell
-14,262
Closed -$1.41M – 192
2021
Q2 		$1.41M Buy
+14,262
New +$1.37M 0.41% 71

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
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PRW Wealth Management's ITOT Position: Q3 2021 in Review

PRW Wealth Management sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q3 2021, closing a stake of 14,262 shares — an estimated $1.41M sold.

PRW Wealth Management first reported a position in ITOT in Q2 2021 and held it in 1 quarter. The position peaked at $1.41M in Q2 2021. 871 funds tracked by Wall St. Rank hold ITOT as of Q3 2021.

  • PRW Wealth Management reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q3 2021 after selling out during the quarter.
  • PRW Wealth Management sold 14,262 iShares Core S&P Total US Stock Market ETF shares in Q3 2021, an estimated $1.41M.
  • PRW Wealth Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2021 and held it in 1 quarter.
  • PRW Wealth Management's iShares Core S&P Total US Stock Market ETF position peaked at $1.41M in Q2 2021.
  • 871 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2021.

Based on PRW Wealth Management's 13F filing for Q3 2021, filed 4 Nov 2021.