Wealthsimple’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History
Bought
Maintained
Sold
Other funds holding ITOT
TAIM
MFRM
Wealthsimple's ITOT Position: Q3 2022 in Review
Wealthsimple reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 2.7% in Q3 2022, selling an estimated $342K and leaving 138,800 shares worth $11M. The position accounts for 0.41% of the portfolio, ranked #6.
Wealthsimple first reported a position in ITOT in Q4 2021 and has held it in 4 quarters since. The position peaked at $12.4M in Q1 2022. 978 funds tracked by Wall St. Rank hold ITOT as of Q3 2022.
- Wealthsimple held 138,800 shares of iShares Core S&P Total US Stock Market ETF worth $11M as of Q3 2022.
- Wealthsimple sold 3,865 iShares Core S&P Total US Stock Market ETF shares in Q3 2022, an estimated $342K.
- iShares Core S&P Total US Stock Market ETF made up 0.41% of Wealthsimple's portfolio in Q3 2022, its #6 holding.
- Wealthsimple first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2021 and has held it in 4 quarters since.
- Wealthsimple's iShares Core S&P Total US Stock Market ETF position peaked at $12.4M in Q1 2022.
- 978 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2022.
Based on Wealthsimple's 13F filing for Q3 2022, filed 8 Nov 2022.