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Strengthening Families & Communities LLC’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Strengthening Families & Communities LLC’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
2022
Q4 		– Sell
-167
Closed -$13K – 357
2022
Q3 		$13K Hold
167
– – 0.01% 306
2022
Q2 		$17K Hold
167
– – 0.01% 192
2022
Q1 		$17K Hold
167
– – 0.01% 191
2021
Q4 		$28 Buy
+167
New +$17.5K 0.01% 159

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
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Strengthening Families & Communities LLC's ITOT Position: Q4 2022 in Review

Strengthening Families & Communities LLC sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q4 2022, closing a stake of 167 shares — an estimated $13K sold.

Strengthening Families & Communities LLC first reported a position in ITOT in Q4 2021 and held it in 4 quarters. The position peaked at $17K in Q2 2022. 1,064 funds tracked by Wall St. Rank hold ITOT as of Q4 2022.

  • Strengthening Families & Communities LLC reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q4 2022 after selling out during the quarter.
  • Strengthening Families & Communities LLC sold 167 iShares Core S&P Total US Stock Market ETF shares in Q4 2022, an estimated $13K.
  • Strengthening Families & Communities LLC first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2021 and held it in 4 quarters.
  • Strengthening Families & Communities LLC's iShares Core S&P Total US Stock Market ETF position peaked at $17K 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 Strengthening Families & Communities LLC's 13F filing for Q4 2022, filed 6 Feb 2023.