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Vantage Financial Partners (Illinois)’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Vantage Financial Partners (Illinois)’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
Q2 		$21.1M Buy
178,005
+41,477
+30% +$4.76M 5.25% 4
2024
Q1 		$15.7M Buy
136,528
+19,651
+17% +$2.16M 4.1% 7
2023
Q4 		$12.3M Buy
+116,877
New +$11.5M 3.74% 9

Other funds holding ITOT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 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 $445B AUM 25.58% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Vantage Financial Partners (Illinois)'s ITOT Position: Q2 2024 in Review

Vantage Financial Partners (Illinois) increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 30% in Q2 2024, buying an estimated $4.76M and bringing the position to 178,005 shares worth $21.1M. The position accounts for 5.25% of the portfolio, ranked #4.

Vantage Financial Partners (Illinois) first reported a position in ITOT in Q4 2023 and has held it in 3 quarters since. 1,242 funds tracked by Wall St. Rank hold ITOT as of Q2 2024.

  • Vantage Financial Partners (Illinois) held 178,005 shares of iShares Core S&P Total US Stock Market ETF worth $21.1M as of Q2 2024.
  • Vantage Financial Partners (Illinois) bought 41,477 iShares Core S&P Total US Stock Market ETF shares in Q2 2024, an estimated $4.76M.
  • iShares Core S&P Total US Stock Market ETF made up 5.25% of Vantage Financial Partners (Illinois)'s portfolio in Q2 2024, its #4 holding.
  • Vantage Financial Partners (Illinois) first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2023 and has held it in 3 quarters since.
  • 1,242 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2024.

Based on Vantage Financial Partners (Illinois)'s 13F filing for Q2 2024, filed 14 Aug 2024.