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TAP Consulting’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

TAP Consulting’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
2022
Q1 		– Sell
-1,434
Closed -$153K – 336
2021
Q4 		$153K Buy
+1,434
New +$150K 0.03% 158

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TAIM
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Betterment LLC
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AllianceBernstein
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

TAP Consulting's ITOT Position: Q1 2022 in Review

TAP Consulting sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q1 2022, closing a stake of 1,434 shares — an estimated $153K sold.

TAP Consulting first reported a position in ITOT in Q4 2021 and held it in 1 quarter. The position peaked at $153K in Q4 2021. 1,001 funds tracked by Wall St. Rank hold ITOT as of Q1 2022.

  • TAP Consulting reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q1 2022 after selling out during the quarter.
  • TAP Consulting sold 1,434 iShares Core S&P Total US Stock Market ETF shares in Q1 2022, an estimated $153K.
  • TAP Consulting first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2021 and held it in 1 quarter.
  • TAP Consulting's iShares Core S&P Total US Stock Market ETF position peaked at $153K in Q4 2021.
  • 1,001 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2022.

Based on TAP Consulting's 13F filing for Q1 2022, filed 26 Apr 2022.