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Spotlight Asset Group’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Spotlight Asset Group’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
2024
Q2 		$3.68K Hold
31
– – ﹤0.01% 225
2024
Q1 		$3.57K Hold
31
– – ﹤0.01% 229
2023
Q4 		$2.92K Hold
31
– – ﹤0.01% 226
2023
Q3 		$2.92K Hold
31
– – ﹤0.01% 226
2023
Q2 		$3.03K Buy
+31
New +$2.87K ﹤0.01% 230

Other funds holding ITOT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Spotlight Asset Group's ITOT Position: Q2 2024 in Review

Spotlight Asset Group held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q2 2024 at 31 shares worth $3.68K. The position accounts for ﹤0.01% of the portfolio, ranked #225.

Spotlight Asset Group first reported a position in ITOT in Q2 2023 and has held it in 5 quarters since. 1,242 funds tracked by Wall St. Rank hold ITOT as of Q2 2024.

  • Spotlight Asset Group held 31 shares of iShares Core S&P Total US Stock Market ETF worth $3.68K as of Q2 2024.
  • Spotlight Asset Group left its iShares Core S&P Total US Stock Market ETF share count unchanged in Q2 2024.
  • iShares Core S&P Total US Stock Market ETF made up ﹤0.01% of Spotlight Asset Group's portfolio in Q2 2024, its #225 holding.
  • Spotlight Asset Group first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2023 and has held it in 5 quarters since.
  • 1,242 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2024.

Based on Spotlight Asset Group's 13F filing for Q2 2024, filed 24 Jul 2024.