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

Verus Financial 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
2023 Q4	–	Sell	-26,561	Closed	-$2.51M	–	103
2023 Q3	$2.51M	Buy	26,561 +126	+0.5%	+$12.4K	0.33%	23
2023 Q2	$2.66M	Buy	26,435 +77	+0.3%	+$7.12K	0.34%	22
2023 Q1	$2.35M	Buy	26,358 +105	+0.4%	+$9.32K	0.32%	25
2022 Q4	$2.38M	Buy	26,253 +125	+0.5%	+$10.7K	0.33%	25
2022 Q3	$2.16M	Hold	26,128	–	–	0.33%	20
2022 Q2	$2.32M	Hold	26,128	–	–	0.33%	22
2022 Q1	$2.56M	Buy	+26,128	New	+$2.61M	0.36%	19

Other funds holding ITOT

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Verus Financial Partners's ITOT Position: Q4 2023 in Review

Verus Financial Partners sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q4 2023, closing a stake of 26,561 shares — an estimated $2.51M sold.

Verus Financial Partners first reported a position in ITOT in Q1 2022 and held it in 7 quarters. The position peaked at $2.66M in Q2 2023. 1,179 funds tracked by Wall St. Rank hold ITOT as of Q4 2023.

Verus Financial Partners reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q4 2023 after selling out during the quarter.
Verus Financial Partners sold 26,561 iShares Core S&P Total US Stock Market ETF shares in Q4 2023, an estimated $2.51M.
Verus Financial Partners first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2022 and held it in 7 quarters.
Verus Financial Partners's iShares Core S&P Total US Stock Market ETF position peaked at $2.66M in Q2 2023.
1,179 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q4 2023.

Based on Verus Financial Partners's 13F filing for Q4 2023, filed 7 Feb 2024.