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

V Wealth 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
2023
Q3 		– Sell
-3,566
Closed -$349K – 229
2023
Q2 		$349K Buy
3,566
+62
+2% +$5.73K 0.06% 260
2023
Q1 		$317K Sell
3,504
-1,115
-24% -$99K 0.06% 280
2022
Q4 		$392K Sell
4,619
-256
-5% -$21.8K 0.08% 232
2022
Q3 		$388K Buy
4,875
+4
+0.1% +$354 0.08% 240
2022
Q2 		$408K Buy
4,871
+1,837
+61% +$167K 0.08% 251
2022
Q1 		$306K Buy
3,034
+33
+1% +$3.29K 0.05% 343
2021
Q4 		$321K Sell
3,001
-488
-14% -$51K 0.05% 345
2021
Q3 		$343K Buy
3,489
+496
+17% +$50.2K 0.05% 336
2021
Q2 		$296K Buy
2,993
+118
+4% +$11.3K 0.05% 367
2021
Q1 		$263K Sell
2,875
-78
-3% -$7K 0.05% 355
2020
Q4 		$255K Buy
+2,953
New +$239K 0.05% 328
2020
Q3 		– Sell
-3,231
Closed -$224K – 246
2020
Q2 		$224K Sell
3,231
-5,742
-64% -$375K 0.06% 317
2020
Q1 		$513K Sell
8,973
-2,211
-20% -$152K 0.16% 144
2019
Q4 		$750K Hold
11,184
– – 0.27% 101
2019
Q3 		$750K Sell
11,184
-1,202
-10% -$80.5K 0.27% 101
2019
Q2 		$829K Buy
12,386
+547
+5% +$35.8K 0.31% 88
2019
Q1 		$790K Buy
11,839
+1,956
+20% +$121K 0.32% 84
2018
Q4 		$578K Sell
9,883
-2,988
-23% -$184K 0.29% 88
2018
Q3 		$858K Buy
12,871
+1,509
+13% +$98.9K 0.4% 67
2018
Q2 		$732K Buy
11,362
+38
+0.3% +$2.36K 0.41% 68
2018
Q1 		$671K Buy
11,324
+245
+2% +$15.3K 0.36% 77
2017
Q4 		$700K Buy
11,079
+5,107
+86% +$304K 0.35% 73
2017
Q3 		$346K Sell
5,972
-16
-0.3% -$903 0.18% 121
2017
Q2 		$333K Buy
5,988
+832
+16% +$45.7K 0.16% 125
2017
Q1 		$279K Buy
+5,156
New +$275K 0.17% 136
2016
Q4 		– Sell
-4,085
Closed -$203K – 181
2016
Q3 		$203K Buy
+4,085
New +$202K 0.16% 157

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

V Wealth Advisors's ITOT Position: Q3 2023 in Review

V Wealth Advisors sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q3 2023, closing a stake of 3,566 shares — an estimated $349K sold.

V Wealth Advisors first reported a position in ITOT in Q3 2016 and held it in 26 quarters. The position peaked at $858K in Q3 2018. 1,072 funds tracked by Wall St. Rank hold ITOT as of Q3 2023.

  • V Wealth Advisors reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q3 2023 after selling out during the quarter.
  • V Wealth Advisors sold 3,566 iShares Core S&P Total US Stock Market ETF shares in Q3 2023, an estimated $349K.
  • V Wealth Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2016 and held it in 26 quarters.
  • V Wealth Advisors's iShares Core S&P Total US Stock Market ETF position peaked at $858K in Q3 2018.
  • 1,072 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2023.

Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.