SFG
ITOT icon

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

Steward Financial 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
2023
Q3 		$264K Hold
2,805
– – 0.08% 61
2023
Q2 		$274K Buy
+2,805
New +$259K 0.09% 54
2022
Q4 		– Sell
-2,805
Closed -$223K – 673
2022
Q3 		$223K Buy
+2,805
New +$248K 0.16% 45

Other funds holding ITOT

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Steward Financial Group's ITOT Position: Q3 2023 in Review

Steward Financial Group held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q3 2023 at 2,805 shares worth $264K. The position accounts for 0.08% of the portfolio, ranked #61.

Steward Financial Group first reported a position in ITOT in Q3 2022 and has held it in 3 quarters since. The position peaked at $274K in Q2 2023. 1,072 funds tracked by Wall St. Rank hold ITOT as of Q3 2023.

  • Steward Financial Group held 2,805 shares of iShares Core S&P Total US Stock Market ETF worth $264K as of Q3 2023.
  • Steward Financial Group left its iShares Core S&P Total US Stock Market ETF share count unchanged in Q3 2023.
  • iShares Core S&P Total US Stock Market ETF made up 0.08% of Steward Financial Group's portfolio in Q3 2023, its #61 holding.
  • Steward Financial Group first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2022 and has held it in 3 quarters since.
  • Steward Financial Group's iShares Core S&P Total US Stock Market ETF position peaked at $274K in Q2 2023.
  • 1,072 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.