Rise Advisors’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
Sell
-1,353
Closed -$137K 720
2022
Q1
$137K Buy
1,353
+5
+0.4% +$499 0.12% 80
2021
Q4
$144K Buy
+1,348
New +$141K 0.14% 79

Other funds holding ITOT

Rise Advisors's ITOT Position: Q2 2022 in Review

Rise Advisors sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q2 2022, closing a stake of 1,353 shares — an estimated $137K sold.

Rise Advisors first reported a position in ITOT in Q4 2021 and held it in 2 quarters. The position peaked at $144K in Q4 2021. 992 funds tracked by Wall St. Rank hold ITOT as of Q2 2022.

  • Rise Advisors reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q2 2022 after selling out during the quarter.
  • Rise Advisors sold 1,353 iShares Core S&P Total US Stock Market ETF shares in Q2 2022, an estimated $137K.
  • Rise Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2021 and held it in 2 quarters.
  • Rise Advisors's iShares Core S&P Total US Stock Market ETF position peaked at $144K in Q4 2021.
  • 992 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2022.

Based on Rise Advisors's 13F filing for Q2 2022, filed 28 Jul 2022.