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

Vestor Capital’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 Q3	–	Sell	-430	Closed	-$42K	–	266
2023 Q2	$42K	Buy	+430	New	+$39.8K	﹤0.01%	259
2022 Q3	–	Sell	-800	Closed	-$67K	–	224
2022 Q2	$67K	Buy	+800	New	+$72.9K	0.01%	169
2019 Q3	–	Sell	-693	Closed	-$46K	–	141
2019 Q2	$46K	Buy	+693	New	+$45.4K	0.01%	119

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

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

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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

BTI

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Vestor Capital's ITOT Position: Q3 2023 in Review

Vestor Capital sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q3 2023, closing a stake of 430 shares — an estimated $42K sold.

Vestor Capital first reported a position in ITOT in Q2 2019 and held it in 3 quarters. The position peaked at $67K in Q2 2022. 1,072 funds tracked by Wall St. Rank hold ITOT as of Q3 2023.

Vestor Capital reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q3 2023 after selling out during the quarter.
Vestor Capital sold 430 iShares Core S&P Total US Stock Market ETF shares in Q3 2023, an estimated $42K.
Vestor Capital first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2019 and held it in 3 quarters.
Vestor Capital's iShares Core S&P Total US Stock Market ETF position peaked at $67K in Q2 2022.
1,072 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2023.

Based on Vestor Capital's 13F filing for Q3 2023, filed 8 Nov 2023.