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ITOT icon

Syntax Research’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Syntax Research’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
-60
Closed -$7.48K – 190
2024
Q3 		$7.48K Hold
60
– – 0.01% 157
2024
Q2 		$7.07K Hold
60
– – 0.01% 145
2024
Q1 		$6.87K Hold
60
– – 0.01% 147
2023
Q4 		$6.27K Hold
60
– – 0.01% 153
2023
Q3 		$5.61K Buy
+60
New +$5.9K ﹤0.01% 158

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

Syntax Research's ITOT Position: Q4 2024 in Review

Syntax Research sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q4 2024, closing a stake of 60 shares — an estimated $7.48K sold.

Syntax Research first reported a position in ITOT in Q3 2023 and held it in 5 quarters. The position peaked at $7.48K in Q3 2024. 1,429 funds tracked by Wall St. Rank hold ITOT as of Q4 2024.

  • Syntax Research reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q4 2024 after selling out during the quarter.
  • Syntax Research sold 60 iShares Core S&P Total US Stock Market ETF shares in Q4 2024, an estimated $7.48K.
  • Syntax Research first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2023 and held it in 5 quarters.
  • Syntax Research's iShares Core S&P Total US Stock Market ETF position peaked at $7.48K in Q3 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 Syntax Research's 13F filing for Q4 2024, filed 11 Feb 2025.