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

Summit 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
2024
Q1 		$266K Hold
2,310
– – 0.09% 170
2023
Q4 		$243K Sell
2,310
-200
-8% -$19.6K 0.09% 171
2023
Q3 		$236K Hold
2,510
– – 0.1% 170
2023
Q2 		$246K Hold
2,510
– – 0.1% 168
2023
Q1 		$227K Hold
2,510
– – 0.09% 178
2022
Q4 		$213K Buy
+2,510
New +$214K 0.08% 187
2022
Q3 		– Sell
-2,510
Closed -$210K – 194
2022
Q2 		$210K Hold
2,510
– – 0.08% 190
2022
Q1 		$253K Sell
2,510
-50
-2% -$4.99K 0.09% 184
2021
Q4 		$274K Hold
2,560
– – 0.09% 188
2021
Q3 		$252K Hold
2,560
– – 0.09% 187
2021
Q2 		$253K Sell
2,560
-285
-10% -$27.4K 0.09% 180
2021
Q1 		$261K Hold
2,845
– – 0.11% 162
2020
Q4 		$245K Sell
2,845
-975
-26% -$79K 0.11% 148
2020
Q3 		$288K Hold
3,820
– – 0.14% 122
2020
Q2 		$265K Hold
3,820
– – 0.14% 125
2020
Q1 		$219K Hold
3,820
– – 0.13% 126
2019
Q4 		$278K Hold
3,820
– – 0.13% 132
2019
Q3 		$256K Hold
3,820
– – 0.13% 136
2019
Q2 		$255K Buy
+3,820
New +$250K 0.12% 142

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
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
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
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

Summit Financial Group's ITOT Position: Q1 2024 in Review

Summit Financial Group held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q1 2024 at 2,310 shares worth $266K. The position accounts for 0.09% of the portfolio, ranked #170.

Summit Financial Group first reported a position in ITOT in Q2 2019 and has held it in 19 quarters since. The position peaked at $288K in Q3 2020. 1,224 funds tracked by Wall St. Rank hold ITOT as of Q1 2024.

  • Summit Financial Group held 2,310 shares of iShares Core S&P Total US Stock Market ETF worth $266K as of Q1 2024.
  • Summit Financial Group left its iShares Core S&P Total US Stock Market ETF share count unchanged in Q1 2024.
  • iShares Core S&P Total US Stock Market ETF made up 0.09% of Summit Financial Group's portfolio in Q1 2024, its #170 holding.
  • Summit Financial Group first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2019 and has held it in 19 quarters since.
  • Summit Financial Group's iShares Core S&P Total US Stock Market ETF position peaked at $288K in Q3 2020.
  • 1,224 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2024.

Based on Summit Financial Group's 13F filing for Q1 2024, filed 5 Apr 2024.