Sanford Advisory Services’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History
Bought
Maintained
Sold
Other funds holding ITOT
TAIM
AWA
SW
Sanford Advisory Services's ITOT Position: Q4 2022 in Review
Sanford Advisory Services reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 16% in Q4 2022, selling an estimated $1.29M and leaving 78,866 shares worth $6.69M. The position accounts for 1.59% of the portfolio, ranked #16.
Sanford Advisory Services first reported a position in ITOT in Q4 2020 and has held it in 9 quarters since. The position peaked at $10M in Q4 2021. 1,064 funds tracked by Wall St. Rank hold ITOT as of Q4 2022.
- Sanford Advisory Services held 78,866 shares of iShares Core S&P Total US Stock Market ETF worth $6.69M as of Q4 2022.
- Sanford Advisory Services sold 15,111 iShares Core S&P Total US Stock Market ETF shares in Q4 2022, an estimated $1.29M.
- iShares Core S&P Total US Stock Market ETF made up 1.59% of Sanford Advisory Services's portfolio in Q4 2022, its #16 holding.
- Sanford Advisory Services first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2020 and has held it in 9 quarters since.
- Sanford Advisory Services's iShares Core S&P Total US Stock Market ETF position peaked at $10M in Q4 2021.
- 1,064 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q4 2022.
Based on Sanford Advisory Services's 13F filing for Q4 2022, filed 8 Feb 2023.