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

Weybosset Research & 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
-2,907
Closed -$365K – 54
2024
Q3 		$365K Buy
+2,907
New +$352K 0.12% 31

Other funds holding ITOT

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Weybosset Research & Management's ITOT Position: Q4 2024 in Review

Weybosset Research & Management sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q4 2024, closing a stake of 2,907 shares — an estimated $365K sold.

Weybosset Research & Management first reported a position in ITOT in Q3 2024 and held it in 1 quarter. The position peaked at $365K in Q3 2024. 1,429 funds tracked by Wall St. Rank hold ITOT as of Q4 2024.

  • Weybosset Research & Management reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q4 2024 after selling out during the quarter.
  • Weybosset Research & Management sold 2,907 iShares Core S&P Total US Stock Market ETF shares in Q4 2024, an estimated $365K.
  • Weybosset Research & Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2024 and held it in 1 quarter.
  • Weybosset Research & Management's iShares Core S&P Total US Stock Market ETF position peaked at $365K in Q3 2024.
  • 1,429 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q4 2024.

Based on Weybosset Research & Management's 13F filing for Q4 2024, filed 10 Jan 2025.