Tilia Fiduciary Partners’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Tilia Fiduciary Partners’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 Q3	–	Sell	-51	Closed	-$4.99K	–	270
2023 Q2	$4.99K	Hold	51	–	–	﹤0.01%	432
2023 Q1	$4.62K	Hold	51	–	–	﹤0.01%	428
2022 Q4	$4.33K	Hold	51	–	–	﹤0.01%	425
2022 Q3	$4K	Hold	51	–	–	﹤0.01%	440
2022 Q2	$4K	Hold	51	–	–	﹤0.01%	451
2022 Q1	$5K	Hold	51	–	–	﹤0.01%	457
2021 Q4	$5K	Buy	+51	New	+$5.33K	﹤0.01%	474

Other funds holding ITOT

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

BlackRock New York $5.72T AUM 30.48% 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

Charles Schwab San Francisco, California $654B AUM 26.35% 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

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

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Tilia Fiduciary Partners's ITOT Position: Q3 2023 in Review

Tilia Fiduciary Partners sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q3 2023, closing a stake of 51 shares — an estimated $4.99K sold.

Tilia Fiduciary Partners first reported a position in ITOT in Q4 2021 and held it in 7 quarters. The position peaked at $5K in Q1 2022. 1,073 funds tracked by Wall St. Rank hold ITOT as of Q3 2023.

Tilia Fiduciary Partners reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q3 2023 after selling out during the quarter.
Tilia Fiduciary Partners sold 51 iShares Core S&P Total US Stock Market ETF shares in Q3 2023, an estimated $4.99K.
Tilia Fiduciary Partners first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2021 and held it in 7 quarters.
Tilia Fiduciary Partners's iShares Core S&P Total US Stock Market ETF position peaked at $5K in Q1 2022.
1,073 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2023.

Based on Tilia Fiduciary Partners's 13F filing for Q3 2023, filed 10 Oct 2023.