Weinberger Asset Management’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Weinberger Asset Management’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	-1,641	Closed	-$206K	–	82
2024 Q3	$206K	Sell	1,641 -585	-26%	-$70.8K	0.09%	82
2024 Q2	$264K	Buy	+2,226	New	+$255K	0.12%	76
2024 Q1	–	Sell	-3,094	Closed	-$326K	–	79
2023 Q4	$326K	Buy	3,094 +25	+0.8%	+$2.45K	0.17%	70
2023 Q3	$289K	Buy	3,069 +25	+0.8%	+$2.46K	0.16%	69
2023 Q2	$298K	Buy	3,044 +8	+0.3%	+$740	0.16%	70
2023 Q1	$275K	Buy	3,036 +380	+14%	+$33.7K	0.16%	70
2022 Q4	$225K	Buy	+2,656	New	+$227K	0.14%	70
2022 Q2	–	Sell	-2,036	Closed	-$206K	–	69
2022 Q1	$206K	Buy	2,036 +36	+2%	+$3.59K	0.18%	35
2021 Q4	$214K	Buy	+2,000	New	+$209K	0.18%	35

Other funds holding ITOT

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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

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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Weinberger Asset Management's ITOT Position: Q4 2024 in Review

Weinberger Asset Management sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q4 2024, closing a stake of 1,641 shares — an estimated $206K sold.

Weinberger Asset Management first reported a position in ITOT in Q4 2021 and held it in 9 quarters. The position peaked at $326K in Q4 2023. 1,429 funds tracked by Wall St. Rank hold ITOT as of Q4 2024.

Weinberger Asset Management reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q4 2024 after selling out during the quarter.
Weinberger Asset Management sold 1,641 iShares Core S&P Total US Stock Market ETF shares in Q4 2024, an estimated $206K.
Weinberger Asset Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2021 and held it in 9 quarters.
Weinberger Asset Management's iShares Core S&P Total US Stock Market ETF position peaked at $326K in Q4 2023.
1,429 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q4 2024.

Based on Weinberger Asset Management's 13F filing for Q4 2024, filed 4 Feb 2025.