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

Sara-Bay 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
2024
Q3 		– Sell
-2,483
Closed -$295K – 87
2024
Q2 		$295K Buy
+2,483
New +$285K 0.12% 72

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Morgan Stanley
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AllianceBernstein
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Wealthfront Advisers
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

Sara-Bay Financial's ITOT Position: Q3 2024 in Review

Sara-Bay Financial sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q3 2024, closing a stake of 2,483 shares — an estimated $295K sold.

Sara-Bay Financial first reported a position in ITOT in Q2 2024 and held it in 1 quarter. The position peaked at $295K in Q2 2024. 1,279 funds tracked by Wall St. Rank hold ITOT as of Q3 2024.

  • Sara-Bay Financial reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q3 2024 after selling out during the quarter.
  • Sara-Bay Financial sold 2,483 iShares Core S&P Total US Stock Market ETF shares in Q3 2024, an estimated $295K.
  • Sara-Bay Financial first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2024 and held it in 1 quarter.
  • Sara-Bay Financial's iShares Core S&P Total US Stock Market ETF position peaked at $295K in Q2 2024.
  • 1,279 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2024.

Based on Sara-Bay Financial's 13F filing for Q3 2024, filed 7 Oct 2024.