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

Verum 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
Q4 		– Sell
-1,924
Closed -$242K – 165
2024
Q3 		$242K Sell
1,924
-134
-7% -$16.2K 0.07% 142
2024
Q2 		$244K Hold
2,058
– – 0.08% 137
2024
Q1 		$237K Buy
2,058
+106
+5% +$11.6K 0.08% 138
2023
Q4 		$205K Buy
+1,952
New +$191K 0.08% 138

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

Verum Partners's ITOT Position: Q4 2024 in Review

Verum Partners sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q4 2024, closing a stake of 1,924 shares — an estimated $242K sold.

Verum Partners first reported a position in ITOT in Q4 2023 and held it in 4 quarters. The position peaked at $244K in Q2 2024. 1,429 funds tracked by Wall St. Rank hold ITOT as of Q4 2024.

  • Verum Partners reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q4 2024 after selling out during the quarter.
  • Verum Partners sold 1,924 iShares Core S&P Total US Stock Market ETF shares in Q4 2024, an estimated $242K.
  • Verum Partners first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2023 and held it in 4 quarters.
  • Verum Partners's iShares Core S&P Total US Stock Market ETF position peaked at $244K 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 Verum Partners's 13F filing for Q4 2024, filed 17 Jan 2025.