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Sugarloaf Wealth Management’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Sugarloaf Wealth Management’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
Q4 		$1.26M Sell
9,813
-224
-2% -$29K 0.24% 46
2024
Q3 		$1.26M Buy
10,037
+115
+1% +$13.9K 0.24% 47
2024
Q2 		$1.18M Sell
9,922
-1,304
-12% -$150K 0.24% 47
2024
Q1 		$1.29M Sell
11,226
-226
-2% -$24.8K 0.27% 46
2023
Q4 		$1.21M Buy
11,452
+623
+6% +$61.1K 0.29% 46
2023
Q3 		$1.02M Buy
10,829
+796
+8% +$78.2K 0.26% 52
2023
Q2 		$982K Sell
10,033
-416
-4% -$38.5K 0.23% 53
2023
Q1 		$946K Sell
10,449
-3,911
-27% -$347K 0.23% 51
2022
Q4 		$1.22M Sell
14,360
-546
-4% -$46.6K 0.31% 41
2022
Q3 		$1.19M Sell
14,906
-668
-4% -$59.1K 0.3% 44
2022
Q2 		$1.3M Sell
15,574
-139,879
-90% -$12.7M 0.33% 42
2022
Q1 		$15.7M Buy
155,453
+2,259
+1% +$225K 3.72% 7
2021
Q4 		$16.4M Buy
153,194
+3,721
+2% +$389K 3.89% 7
2021
Q3 		$14.7M Buy
149,473
+3,526
+2% +$357K 3.87% 7
2021
Q2 		$14.4M Buy
145,947
+145,844
+141,596% +$14M 3.94% 7
2021
Q1 		$12.7K Sell
103
-160,473
-100% -$14.4M 3.78% 7
2020
Q4 		$13.8M Buy
160,576
+10,457
+7% +$847K 4.63% 5
2020
Q3 		$11.4M Buy
150,119
+37,232
+33% +$2.78M 4.17% 5
2020
Q2 		$7.84M Sell
112,887
-6,448
-5% -$422K 3.01% 8
2020
Q1 		$6.83M Sell
119,335
-26,511
-18% -$1.82M 3.06% 8
2019
Q4 		$10.6M Buy
+145,846
New +$10.1M 4.51% 4

Other funds holding ITOT

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
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
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Sugarloaf Wealth Management's ITOT Position: Q4 2024 in Review

Sugarloaf Wealth Management reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 2.2% in Q4 2024, selling an estimated $29K and leaving 9,813 shares worth $1.26M. The position accounts for 0.24% of the portfolio, ranked #46.

Sugarloaf Wealth Management first reported a position in ITOT in Q4 2019 and has held it in 21 quarters since. The position peaked at $16.4M in Q4 2021. 1,429 funds tracked by Wall St. Rank hold ITOT as of Q4 2024.

  • Sugarloaf Wealth Management held 9,813 shares of iShares Core S&P Total US Stock Market ETF worth $1.26M as of Q4 2024.
  • Sugarloaf Wealth Management sold 224 iShares Core S&P Total US Stock Market ETF shares in Q4 2024, an estimated $29K.
  • iShares Core S&P Total US Stock Market ETF made up 0.24% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #46 holding.
  • Sugarloaf Wealth Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2019 and has held it in 21 quarters since.
  • Sugarloaf Wealth Management's iShares Core S&P Total US Stock Market ETF position peaked at $16.4M in Q4 2021.
  • 1,429 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.