VBCG
ITOT icon

Valley Brook Capital Group’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Valley Brook Capital Group’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
2021
Q2 		– Sell
-515
Closed -$47K – 259
2021
Q1 		$47K Hold
515
– – 0.04% 228
2020
Q4 		$44K Buy
+515
New +$41.7K 0.04% 208

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
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 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
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Valley Brook Capital Group's ITOT Position: Q2 2021 in Review

Valley Brook Capital Group sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q2 2021, closing a stake of 515 shares — an estimated $47K sold.

Valley Brook Capital Group first reported a position in ITOT in Q4 2020 and held it in 2 quarters. The position peaked at $47K in Q1 2021. 860 funds tracked by Wall St. Rank hold ITOT as of Q2 2021.

  • Valley Brook Capital Group reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q2 2021 after selling out during the quarter.
  • Valley Brook Capital Group sold 515 iShares Core S&P Total US Stock Market ETF shares in Q2 2021, an estimated $47K.
  • Valley Brook Capital Group first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2020 and held it in 2 quarters.
  • Valley Brook Capital Group's iShares Core S&P Total US Stock Market ETF position peaked at $47K in Q1 2021.
  • 860 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2021.

Based on Valley Brook Capital Group's 13F filing for Q2 2021, filed 22 Jul 2021.