Segall Bryant & Hamill’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Segall Bryant & Hamill’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
2023 Q3	–	Sell	-3,805	Closed	-$372K	–	605
2023 Q2	$372K	Hold	3,805	–	–	﹤0.01%	611
2023 Q1	$344K	Sell	3,805 -399	-9%	-$35.4K	﹤0.01%	619
2022 Q4	$356K	Buy	4,204 +399	+10%	+$34.1K	﹤0.01%	622
2022 Q3	$303K	Hold	3,805	–	–	﹤0.01%	655
2022 Q2	$319K	Hold	3,805	–	–	﹤0.01%	654
2022 Q1	$384K	Buy	+3,805	New	+$379K	﹤0.01%	641
2021 Q4	–	Sell	-5,716	Closed	-$562K	–	662
2021 Q3	$562K	Buy	5,716 +1,908	+50%	+$193K	0.01%	611
2021 Q2	$376K	Buy	3,808 +3	+0.1%	+$289	﹤0.01%	658
2021 Q1	$349K	Hold	3,805	–	–	﹤0.01%	703
2020 Q4	$327K	Hold	3,805	–	–	﹤0.01%	640
2020 Q3	$287K	Buy	+3,805	New	+$284K	﹤0.01%	627

Other funds holding ITOT

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

Charles Schwab San Francisco, California $654B AUM 26.35% 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

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

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

SWM

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

Segall Bryant & Hamill's ITOT Position: Q3 2023 in Review

Segall Bryant & Hamill sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q3 2023, closing a stake of 3,805 shares — an estimated $372K sold.

Segall Bryant & Hamill first reported a position in ITOT in Q3 2020 and held it in 11 quarters. The position peaked at $562K in Q3 2021. 1,072 funds tracked by Wall St. Rank hold ITOT as of Q3 2023.

Segall Bryant & Hamill reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q3 2023 after selling out during the quarter.
Segall Bryant & Hamill sold 3,805 iShares Core S&P Total US Stock Market ETF shares in Q3 2023, an estimated $372K.
Segall Bryant & Hamill first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2020 and held it in 11 quarters.
Segall Bryant & Hamill's iShares Core S&P Total US Stock Market ETF position peaked at $562K in Q3 2021.
1,072 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2023.

Based on Segall Bryant & Hamill's 13F filing for Q3 2023, filed 9 Nov 2023.