Stegent Equity Advisors’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q4
Sell
-2,517
Closed -$200K 69
2022
Q3
$200K Sell
2,517
-65
-3% -$5.75K 0.3% 58
2022
Q2
$217K Buy
+2,582
New +$235K 0.28% 67

Other funds holding ITOT

Stegent Equity Advisors's ITOT Position: Q4 2022 in Review

Stegent Equity Advisors sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q4 2022, closing a stake of 2,517 shares — an estimated $200K sold.

Stegent Equity Advisors first reported a position in ITOT in Q2 2022 and held it in 2 quarters. The position peaked at $217K in Q2 2022. 1,064 funds tracked by Wall St. Rank hold ITOT as of Q4 2022.

  • Stegent Equity Advisors reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q4 2022 after selling out during the quarter.
  • Stegent Equity Advisors sold 2,517 iShares Core S&P Total US Stock Market ETF shares in Q4 2022, an estimated $200K.
  • Stegent Equity Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2022 and held it in 2 quarters.
  • Stegent Equity Advisors's iShares Core S&P Total US Stock Market ETF position peaked at $217K in Q2 2022.
  • 1,064 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q4 2022.

Based on Stegent Equity Advisors's 13F filing for Q4 2022, filed 2 Feb 2023.