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

Roberts Wealth Advisors’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 Q4	–	Sell	-2,627	Closed	-$329K	–	101
2024 Q3	$329K	Hold	2,627	–	–	0.11%	84
2024 Q2	$318K	Sell	2,627 -50	-2%	-$5.74K	0.11%	84
2024 Q1	$296K	Buy	+2,677	New	+$294K	0.11%	84
2023 Q4	–	Sell	-3,377	Closed	-$323K	–	69
2023 Q3	$323K	Hold	3,377	–	–	0.14%	76
2023 Q2	$330K	Hold	3,377	–	–	0.15%	73
2023 Q1	$304K	Hold	3,377	–	–	0.14%	76
2022 Q4	$285K	Buy	+3,377	New	+$288K	0.14%	76

Other funds holding ITOT

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Roberts Wealth Advisors's ITOT Position: Q4 2024 in Review

Roberts Wealth Advisors sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q4 2024, closing a stake of 2,627 shares — an estimated $329K sold.

Roberts Wealth Advisors first reported a position in ITOT in Q4 2022 and held it in 7 quarters. The position peaked at $330K in Q2 2023. 1,429 funds tracked by Wall St. Rank hold ITOT as of Q4 2024.

Roberts Wealth Advisors reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q4 2024 after selling out during the quarter.
Roberts Wealth Advisors sold 2,627 iShares Core S&P Total US Stock Market ETF shares in Q4 2024, an estimated $329K.
Roberts Wealth Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2022 and held it in 7 quarters.
Roberts Wealth Advisors's iShares Core S&P Total US Stock Market ETF position peaked at $330K in Q2 2023.
1,429 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q4 2024.

Based on Roberts Wealth Advisors's 13F filing for Q4 2024, filed 17 Jan 2025.