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

Summit Wealth 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
Q2 		– Sell
-140,262
Closed -$2K – 171
2023
Q1 		$2K Buy
+140,262
New +$12.5M 0.05% 90

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CS
Cisco Systems San Jose, California $405M AUM 4.84% 1-Year Est. Return

Summit Wealth Group's ITOT Position: Q2 2023 in Review

Summit Wealth Group sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q2 2023, closing a stake of 140,262 shares — an estimated $2K sold.

Summit Wealth Group first reported a position in ITOT in Q1 2023 and held it in 1 quarter. The position peaked at $2K in Q1 2023. 1,074 funds tracked by Wall St. Rank hold ITOT as of Q2 2023.

  • Summit Wealth Group reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q2 2023 after selling out during the quarter.
  • Summit Wealth Group sold 140,262 iShares Core S&P Total US Stock Market ETF shares in Q2 2023, an estimated $2K.
  • Summit Wealth Group first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2023 and held it in 1 quarter.
  • Summit Wealth Group's iShares Core S&P Total US Stock Market ETF position peaked at $2K in Q1 2023.
  • 1,074 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2023.

Based on Summit Wealth Group's 13F filing for Q2 2023, filed 26 Jul 2023.