Silicon Hills Wealth Management’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Silicon Hills Wealth Management’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 Q2	$1.6M	Hold	16,317	–	–	0.9%	21
2023 Q1	$1.48M	Sell	16,317 -7,664	-32%	-$680K	0.89%	22
2022 Q4	$2.03M	Sell	23,981 -1,184	-5%	-$101K	1.51%	17
2022 Q3	$2M	Sell	25,165 -972	-4%	-$85.9K	1.59%	17
2022 Q2	$2.19M	Sell	26,137 -352	-1%	-$32.1K	1.6%	17
2022 Q1	$2.67M	Buy	26,489 +49	+0.2%	+$4.89K	1.71%	18
2021 Q4	$2.83M	Sell	26,440 -779	-3%	-$81.4K	1.75%	14
2021 Q3	$2.68M	Buy	27,219 +451	+2%	+$45.6K	1.84%	12
2021 Q2	$2.64M	Buy	26,768 +441	+2%	+$42.4K	2.05%	10
2021 Q1	$2.41M	Sell	26,327 -175	-0.7%	-$15.7K	2.18%	11
2020 Q4	$2.29M	Sell	26,502 -68	-0.3%	-$5.51K	2.07%	14
2020 Q3	$2.01M	Hold	26,570	–	–	2.07%	15
2020 Q2	$1.84M	Sell	26,570 -165	-0.6%	-$10.8K	2.21%	13
2020 Q1	$1.53M	Buy	26,735 +26,689	+58,020%	+$1.83M	2.02%	14
2019 Q4	$3.15K	Buy	+46	New	+$3.2K	2.41%	11

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

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 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

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

SWM

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cisco Systems San Jose, California $405M AUM 4.84% 1-Year Est. Return

Silicon Hills Wealth Management's ITOT Position: Q2 2023 in Review

Silicon Hills Wealth Management held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q2 2023 at 16,317 shares worth $1.6M. The position accounts for 0.9% of the portfolio, ranked #21.

Silicon Hills Wealth Management first reported a position in ITOT in Q4 2019 and has held it in 15 quarters since. The position peaked at $2.83M in Q4 2021. 1,074 funds tracked by Wall St. Rank hold ITOT as of Q2 2023.

Silicon Hills Wealth Management held 16,317 shares of iShares Core S&P Total US Stock Market ETF worth $1.6M as of Q2 2023.
Silicon Hills Wealth Management left its iShares Core S&P Total US Stock Market ETF share count unchanged in Q2 2023.
iShares Core S&P Total US Stock Market ETF made up 0.9% of Silicon Hills Wealth Management's portfolio in Q2 2023, its #21 holding.
Silicon Hills Wealth Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2019 and has held it in 15 quarters since.
Silicon Hills Wealth Management's iShares Core S&P Total US Stock Market ETF position peaked at $2.83M in Q4 2021.
1,074 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2023.

Based on Silicon Hills Wealth Management's 13F filing for Q2 2023, filed 14 Aug 2023.