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

Summit Global Investments’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	–	Sell	-15,628	Closed	-$1.96M	–	589
2024 Q3	$1.96M	Sell	15,628 -1,538	-9%	-$186K	0.13%	134
2024 Q2	$2.04M	Sell	17,166 -303	-2%	-$34.8K	0.14%	129
2024 Q1	$2.01M	Buy	17,469 +5,693	+48%	+$624K	0.15%	116
2023 Q4	$1.24M	Buy	11,776 +7,096	+152%	+$695K	0.08%	206
2023 Q3	$441K	Hold	4,680	–	–	0.03%	356
2023 Q2	$458K	Hold	4,680	–	–	0.03%	348
2023 Q1	$424K	Hold	4,680	–	–	0.03%	377
2022 Q4	$397K	Sell	4,680 -11	-0.2%	-$939	0.03%	365
2022 Q3	$373K	Buy	4,691 +11	+0.2%	+$973	0.03%	371
2022 Q2	$392K	Hold	4,680	–	–	0.03%	361
2022 Q1	$472K	Buy	4,680 +650	+16%	+$64.8K	0.03%	343
2021 Q4	$431K	Sell	4,030 -470	-10%	-$49.1K	0.03%	388
2021 Q3	$443K	Buy	4,500 +800	+22%	+$80.9K	0.03%	330
2021 Q2	$365K	Hold	3,700	–	–	0.02%	419
2021 Q1	$339K	Buy	+3,700	New	+$332K	0.02%	437

Other funds holding ITOT

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Summit Global Investments's ITOT Position: Q4 2024 in Review

Summit Global Investments sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q4 2024, closing a stake of 15,628 shares — an estimated $1.96M sold.

Summit Global Investments first reported a position in ITOT in Q1 2021 and held it in 15 quarters. The position peaked at $2.04M in Q2 2024. 1,429 funds tracked by Wall St. Rank hold ITOT as of Q4 2024.

Summit Global Investments reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q4 2024 after selling out during the quarter.
Summit Global Investments sold 15,628 iShares Core S&P Total US Stock Market ETF shares in Q4 2024, an estimated $1.96M.
Summit Global Investments first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2021 and held it in 15 quarters.
Summit Global Investments's iShares Core S&P Total US Stock Market ETF position peaked at $2.04M in Q2 2024.
1,429 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q4 2024.

Based on Summit Global Investments's 13F filing for Q4 2024, filed 11 Feb 2025.