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

VCI Wealth Management’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
Q4 		– Sell
-9,391
Closed -$1.18M – 96
2024
Q3 		$1.18M Sell
9,391
-2,190
-19% -$265K 0.53% 63
2024
Q2 		$1.38M Buy
11,581
+3,973
+52% +$456K 0.68% 35
2024
Q1 		$877K Sell
7,608
-2,309
-23% -$253K 0.59% 44
2023
Q4 		$1.04M Buy
+9,917
New +$972K 0.64% 41

Other funds holding ITOT

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

VCI Wealth Management's ITOT Position: Q4 2024 in Review

VCI Wealth Management sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q4 2024, closing a stake of 9,391 shares — an estimated $1.18M sold.

VCI Wealth Management first reported a position in ITOT in Q4 2023 and held it in 4 quarters. The position peaked at $1.38M in Q2 2024. 1,429 funds tracked by Wall St. Rank hold ITOT as of Q4 2024.

  • VCI Wealth Management reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q4 2024 after selling out during the quarter.
  • VCI Wealth Management sold 9,391 iShares Core S&P Total US Stock Market ETF shares in Q4 2024, an estimated $1.18M.
  • VCI Wealth Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2023 and held it in 4 quarters.
  • VCI Wealth Management's iShares Core S&P Total US Stock Market ETF position peaked at $1.38M in Q2 2024.
  • 1,429 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q4 2024.

Based on VCI Wealth Management's 13F filing for Q4 2024, filed 22 Jan 2025.