Washington Trust Advisors’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Washington Trust Advisors’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	-69	Closed	-$6.5K	–	678
2023 Q3	$6.5K	Hold	69	–	–	﹤0.01%	520
2023 Q2	$6.75K	Hold	69	–	–	﹤0.01%	510
2023 Q1	$6.25K	Hold	69	–	–	﹤0.01%	573
2022 Q4	$5.85K	Sell	69 -6	-8%	-$512	﹤0.01%	578
2022 Q3	$6K	Buy	75 +6	+9%	+$531	﹤0.01%	680
2022 Q2	$6K	Sell	69 -265	-79%	-$24.1K	﹤0.01%	715
2022 Q1	$34K	Buy	+334	New	+$33.3K	﹤0.01%	499

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 $374B AUM 17.66% 1-Year Est. Return

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

Washington Trust Advisors's ITOT Position: Q4 2023 in Review

Washington Trust Advisors sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q4 2023, closing a stake of 69 shares — an estimated $6.5K sold.

Washington Trust Advisors first reported a position in ITOT in Q1 2022 and held it in 7 quarters. The position peaked at $34K in Q1 2022. 1,178 funds tracked by Wall St. Rank hold ITOT as of Q4 2023.

Washington Trust Advisors reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q4 2023 after selling out during the quarter.
Washington Trust Advisors sold 69 iShares Core S&P Total US Stock Market ETF shares in Q4 2023, an estimated $6.5K.
Washington Trust Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2022 and held it in 7 quarters.
Washington Trust Advisors's iShares Core S&P Total US Stock Market ETF position peaked at $34K in Q1 2022.
1,178 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q4 2023.

Based on Washington Trust Advisors's 13F filing for Q4 2023, filed 18 Jan 2024.