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Shilanski & Associates’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Shilanski & Associates’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 		– Sell
-54,116
Closed -$4.3M – 147
2022
Q3 		$4.3M Buy
+54,116
New +$4.78M 1.58% 15

Other funds holding ITOT

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
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
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
Envestnet Asset Management
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

Shilanski & Associates's ITOT Position: Q4 2022 in Review

Shilanski & Associates sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q4 2022, closing a stake of 54,116 shares — an estimated $4.3M sold.

Shilanski & Associates first reported a position in ITOT in Q3 2022 and held it in 1 quarter. The position peaked at $4.3M in Q3 2022. 1,066 funds tracked by Wall St. Rank hold ITOT as of Q4 2022.

  • Shilanski & Associates reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q4 2022 after selling out during the quarter.
  • Shilanski & Associates sold 54,116 iShares Core S&P Total US Stock Market ETF shares in Q4 2022, an estimated $4.3M.
  • Shilanski & Associates first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2022 and held it in 1 quarter.
  • Shilanski & Associates's iShares Core S&P Total US Stock Market ETF position peaked at $4.3M in Q3 2022.
  • 1,066 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q4 2022.

Based on Shilanski & Associates's 13F filing for Q4 2022, filed 31 Jan 2023.