Simplicity Solutions’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Simplicity Solutions’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 Q4	$2.43M	Buy	23,123 +839	+4%	+$82.2K	0.07%	264
2023 Q3	$2.1M	Sell	22,284 -595	-3%	-$58.5K	0.07%	272
2023 Q2	$2.24M	Sell	22,879 -17,672	-44%	-$1.63M	0.06%	286
2023 Q1	$3.67M	Buy	+40,551	New	+$3.6M	0.1%	198
2021 Q1	–	Sell	-56,331	Closed	-$4.86M	–	738
2020 Q4	$4.86M	Sell	56,331 -172,394	-75%	-$14M	0.07%	229
2020 Q3	$17.3M	Sell	228,725 -13,008	-5%	-$971K	0.32%	65
2020 Q2	$16.8M	Sell	241,733 -86,633	-26%	-$5.66M	0.33%	68
2020 Q1	$18.8M	Sell	328,366 -75,492	-19%	-$5.18M	0.58%	34
2019 Q4	$29.4M	Buy	403,858 +66,948	+20%	+$4.66M	0.89%	24
2019 Q3	$22.6M	Sell	336,910 -22,366	-6%	-$1.5M	0.92%	24
2019 Q2	$23.9M	Buy	359,276 +80,183	+29%	+$5.25M	1.02%	25
2019 Q1	$18M	Buy	279,093 +89,463	+47%	+$5.55M	1.07%	14
2018 Q4	$10.8M	Sell	189,630 -221	-0.1%	-$13.6K	1.39%	7
2018 Q3	$12.7M	Buy	189,851 +54,105	+40%	+$3.55M	0.72%	30
2018 Q2	$8.49M	Buy	135,746 +8,002	+6%	+$497K	0.61%	27
2018 Q1	$7.72M	Sell	127,744 -2,973	-2%	-$186K	0.67%	28
2017 Q4	$7.99M	Buy	130,717 +125,392	+2,355%	+$7.47M	0.78%	25
2017 Q3	$307K	Sell	5,325 -130,879	-96%	-$7.38M	0.21%	148
2017 Q2	$7.55M	Buy	136,204 +26,376	+24%	+$1.45M	0.89%	18
2017 Q1	$5.93M	Buy	109,828 +13,621	+14%	+$726K	0.91%	12
2016 Q4	$4.93M	Buy	96,207 +80,668	+519%	+$4.04M	1.14%	10
2016 Q3	$770K	Buy	15,539 +4,661	+43%	+$230K	0.38%	58
2016 Q2	$518K	Sell	10,878 -1,836	-14%	-$86.6K	0.28%	105
2016 Q1	$594K	Sell	12,714 -2,314	-15%	-$102K	0.36%	93
2015 Q4	$698K	Buy	15,028 +508	+3%	+$23.8K	0.08%	358
2015 Q3	$636K	Buy	14,520 +1,696	+13%	+$78.7K	0.69%	30
2015 Q2	$606K	Buy	12,824 +2,146	+20%	+$103K	0.58%	38
2015 Q1	$506K	Buy	10,678 +3,640	+52%	+$172K	0.6%	38
2014 Q4	$330K	Buy	+7,038	New	+$323K	0.39%	62

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

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Simplicity Solutions's ITOT Position: Q4 2023 in Review

Simplicity Solutions increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 3.8% in Q4 2023, buying an estimated $82.2K and bringing the position to 23,123 shares worth $2.43M. The position accounts for 0.07% of the portfolio, ranked #264.

Simplicity Solutions first reported a position in ITOT in Q4 2014 and has held it in 29 quarters since. The position peaked at $29.4M in Q4 2019. 1,180 funds tracked by Wall St. Rank hold ITOT as of Q4 2023.

Simplicity Solutions held 23,123 shares of iShares Core S&P Total US Stock Market ETF worth $2.43M as of Q4 2023.
Simplicity Solutions bought 839 iShares Core S&P Total US Stock Market ETF shares in Q4 2023, an estimated $82.2K.
iShares Core S&P Total US Stock Market ETF made up 0.07% of Simplicity Solutions's portfolio in Q4 2023, its #264 holding.
Simplicity Solutions first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2014 and has held it in 29 quarters since.
Simplicity Solutions's iShares Core S&P Total US Stock Market ETF position peaked at $29.4M in Q4 2019.
1,180 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.