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

Tyche Wealth 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
2024
Q1 		– Sell
-3,882
Closed -$409K – 296
2023
Q4 		$409K Buy
+3,882
New +$380K 0.1% 174

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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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Tyche Wealth Partners's ITOT Position: Q1 2024 in Review

Tyche Wealth Partners sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q1 2024, closing a stake of 3,882 shares — an estimated $409K sold.

Tyche Wealth Partners first reported a position in ITOT in Q4 2023 and held it in 1 quarter. The position peaked at $409K in Q4 2023. 1,224 funds tracked by Wall St. Rank hold ITOT as of Q1 2024.

  • Tyche Wealth Partners reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q1 2024 after selling out during the quarter.
  • Tyche Wealth Partners sold 3,882 iShares Core S&P Total US Stock Market ETF shares in Q1 2024, an estimated $409K.
  • Tyche Wealth Partners first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2023 and held it in 1 quarter.
  • Tyche Wealth Partners's iShares Core S&P Total US Stock Market ETF position peaked at $409K in Q4 2023.
  • 1,224 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2024.

Based on Tyche Wealth Partners's 13F filing for Q1 2024, filed 23 Apr 2024.