Retirement Group’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Retirement Group’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 Q1	$55.1K	Hold	478	–	–	0.02%	225
2023 Q4	$50.3K	Hold	478	–	–	0.02%	220
2023 Q3	$45K	Hold	478	–	–	0.02%	219
2023 Q2	$46.8K	Hold	478	–	–	0.02%	210
2023 Q1	$43K	Hold	478	–	–	0.02%	212
2022 Q4	$41K	Buy	478 +356	+292%	+$30.4K	0.02%	202
2022 Q3	$10K	Sell	122 -356	-74%	-$31.5K	0.01%	247
2022 Q2	$40K	Sell	478 -60	-11%	-$5.47K	0.02%	236
2022 Q1	$54K	Sell	538 -85	-14%	-$8.47K	0.02%	224
2021 Q4	$67K	Buy	623 +1	+0.2%	+$105	0.03%	201
2021 Q3	$61K	Hold	622	–	–	0.03%	207
2021 Q2	$61K	Buy	622 +1	+0.2%	+$96	0.03%	219
2021 Q1	$57K	Buy	621 +1	+0.2%	+$90	0.03%	262
2020 Q4	$53K	Sell	620 -53,398	-99%	-$4.32M	0.02%	257
2020 Q3	$4.08M	Buy	54,018 +1,226	+2%	+$91.5K	2.29%	9
2020 Q2	$3.67M	Buy	+52,792	New	+$3.45M	2.27%	10
2019 Q4	$3.78M	Buy	+52,055	New	+$3.62M	2.46%	8

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SWM

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

Retirement Group's ITOT Position: Q1 2024 in Review

Retirement Group held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q1 2024 at 478 shares worth $55.1K. The position accounts for 0.02% of the portfolio, ranked #225.

Retirement Group first reported a position in ITOT in Q4 2019 and has held it in 17 quarters since. The position peaked at $4.08M in Q3 2020. 1,224 funds tracked by Wall St. Rank hold ITOT as of Q1 2024.

Retirement Group held 478 shares of iShares Core S&P Total US Stock Market ETF worth $55.1K as of Q1 2024.
Retirement Group left its iShares Core S&P Total US Stock Market ETF share count unchanged in Q1 2024.
iShares Core S&P Total US Stock Market ETF made up 0.02% of Retirement Group's portfolio in Q1 2024, its #225 holding.
Retirement Group first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2019 and has held it in 17 quarters since.
Retirement Group's iShares Core S&P Total US Stock Market ETF position peaked at $4.08M in Q3 2020.
1,224 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.