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Thomas J. Herzfeld Advisors’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Thomas J. Herzfeld Advisors’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
Q3 		– Sell
-249
Closed -$29.6K – 206
2024
Q2 		$29.6K Buy
+249
New +$28.6K 0.01% 118

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
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

Thomas J. Herzfeld Advisors's ITOT Position: Q3 2024 in Review

Thomas J. Herzfeld Advisors sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q3 2024, closing a stake of 249 shares — an estimated $29.6K sold.

Thomas J. Herzfeld Advisors first reported a position in ITOT in Q2 2024 and held it in 1 quarter. The position peaked at $29.6K in Q2 2024. 1,279 funds tracked by Wall St. Rank hold ITOT as of Q3 2024.

  • Thomas J. Herzfeld Advisors reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q3 2024 after selling out during the quarter.
  • Thomas J. Herzfeld Advisors sold 249 iShares Core S&P Total US Stock Market ETF shares in Q3 2024, an estimated $29.6K.
  • Thomas J. Herzfeld Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2024 and held it in 1 quarter.
  • Thomas J. Herzfeld Advisors's iShares Core S&P Total US Stock Market ETF position peaked at $29.6K in Q2 2024.
  • 1,279 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2024.

Based on Thomas J. Herzfeld Advisors's 13F filing for Q3 2024, filed 12 Nov 2024.