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

Reframe Wealth’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
2022 Q4	$366K	Buy	+4,311	New	+$368K	0.14%	42

Other funds holding ITOT

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SWM

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

Reframe Wealth's ITOT Position: Q4 2022 in Review

Reframe Wealth opened a new position in iShares Core S&P Total US Stock Market ETF (ITOT) in Q4 2022: 4,311 shares worth $366K. The stake represents 0.14% of the portfolio and ranks #42 among its holdings.

1,066 funds tracked by Wall St. Rank hold ITOT as of Q4 2022.

Reframe Wealth held 4,311 shares of iShares Core S&P Total US Stock Market ETF worth $366K as of Q4 2022.
iShares Core S&P Total US Stock Market ETF was a new Reframe Wealth position in Q4 2022.
iShares Core S&P Total US Stock Market ETF made up 0.14% of Reframe Wealth's portfolio in Q4 2022, its #42 holding.
1,066 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q4 2022.

Based on Reframe Wealth's 13F filing for Q4 2022, filed 30 Mar 2023.