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ITOT icon

Resolute Financial’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Resolute Financial’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 		$471K Buy
5,552
+25
+0.5% +$2.13K 0.4% 59
2022
Q3 		$440K Buy
5,527
+209
+4% +$18.5K 0.42% 57
2022
Q2 		$446K Buy
5,318
+1,093
+26% +$99.6K 0.39% 60
2022
Q1 		$426K Buy
4,225
+1,039
+33% +$104K 0.35% 65
2021
Q4 		$341K Buy
+3,186
New +$333K 0.25% 82

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
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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

Resolute Financial's ITOT Position: Q4 2022 in Review

Resolute Financial increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.45% in Q4 2022, buying an estimated $2.13K and bringing the position to 5,552 shares worth $471K. The position accounts for 0.4% of the portfolio, ranked #59.

Resolute Financial first reported a position in ITOT in Q4 2021 and has held it in 5 quarters since. 1,064 funds tracked by Wall St. Rank hold ITOT as of Q4 2022.

  • Resolute Financial held 5,552 shares of iShares Core S&P Total US Stock Market ETF worth $471K as of Q4 2022.
  • Resolute Financial bought 25 iShares Core S&P Total US Stock Market ETF shares in Q4 2022, an estimated $2.13K.
  • iShares Core S&P Total US Stock Market ETF made up 0.4% of Resolute Financial's portfolio in Q4 2022, its #59 holding.
  • Resolute Financial first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2021 and has held it in 5 quarters since.
  • 1,064 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q4 2022.

Based on Resolute Financial's 13F filing for Q4 2022, filed 13 Feb 2023.