Sargent Bickham Lagudis’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Sargent Bickham Lagudis’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
2022 Q4	$109K	Buy	1,281 +1	+0.1%	+$85	0.01%	331
2022 Q3	$102K	Buy	1,280 +650	+103%	+$57.5K	0.01%	314
2022 Q2	$52K	Buy	630 +122	+24%	+$11.1K	﹤0.01%	412
2022 Q1	$51K	Sell	508 -157	-24%	-$15.7K	﹤0.01%	449
2021 Q4	$71K	Buy	665 +183	+38%	+$19.1K	0.01%	393
2021 Q3	$47K	Buy	482 +1	+0.2%	+$101	﹤0.01%	453
2021 Q2	$47K	Buy	481 +222	+86%	+$21.4K	﹤0.01%	466
2021 Q1	$24K	Hold	259	–	–	﹤0.01%	559
2020 Q4	$22K	Buy	259 +1	+0.4%	+$81	﹤0.01%	546
2020 Q3	$19K	Buy	258 +1	+0.4%	+$75	﹤0.01%	517
2020 Q2	$18K	Sell	257 -57	-18%	-$3.73K	﹤0.01%	507
2020 Q1	$18K	Buy	314 +188	+149%	+$12.9K	﹤0.01%	481
2019 Q4	$9K	Buy	126 +68	+117%	+$4.73K	﹤0.01%	624
2019 Q3	$4K	Sell	58 -548	-90%	-$36.7K	﹤0.01%	643
2019 Q2	$40K	Buy	606 +76	+14%	+$4.98K	﹤0.01%	396
2019 Q1	$34K	Sell	530 -208	-28%	-$12.9K	﹤0.01%	438
2018 Q4	$42K	Buy	738 +431	+140%	+$26.5K	0.01%	387
2018 Q3	$20K	Buy	307 +102	+50%	+$6.68K	﹤0.01%	500
2018 Q2	$13K	Buy	205 +138	+206%	+$8.57K	﹤0.01%	542
2018 Q1	$4K	Sell	67 -99	-60%	-$6.18K	﹤0.01%	678
2017 Q4	$10K	Sell	166 -34	-17%	-$2.03K	﹤0.01%	606
2017 Q3	$12K	Buy	200 +152	+317%	+$8.57K	﹤0.01%	580
2017 Q2	$3K	Buy	+48	New	+$2.63K	﹤0.01%	689

Other funds holding ITOT

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SWM

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

Sargent Bickham Lagudis's ITOT Position: Q4 2022 in Review

Sargent Bickham Lagudis increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.08% in Q4 2022, buying an estimated $85 and bringing the position to 1,281 shares worth $109K. The position accounts for 0.01% of the portfolio, ranked #331.

Sargent Bickham Lagudis first reported a position in ITOT in Q2 2017 and has held it in 23 quarters since. 1,066 funds tracked by Wall St. Rank hold ITOT as of Q4 2022.

Sargent Bickham Lagudis held 1,281 shares of iShares Core S&P Total US Stock Market ETF worth $109K as of Q4 2022.
Sargent Bickham Lagudis bought 1 iShares Core S&P Total US Stock Market ETF share in Q4 2022, an estimated $85.
iShares Core S&P Total US Stock Market ETF made up 0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #331 holding.
Sargent Bickham Lagudis first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2017 and has held it in 23 quarters since.
1,066 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.