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

Win 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
2022
Q2 		– Sell
-194
Closed -$20K – 185
2022
Q1 		$20K Buy
+194
New +$19.3K 0.01% 115

Other funds holding ITOT

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Win Advisors's ITOT Position: Q2 2022 in Review

Win Advisors sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q2 2022, closing a stake of 194 shares — an estimated $20K sold.

Win Advisors first reported a position in ITOT in Q1 2022 and held it in 1 quarter. The position peaked at $20K in Q1 2022. 992 funds tracked by Wall St. Rank hold ITOT as of Q2 2022.

  • Win Advisors reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q2 2022 after selling out during the quarter.
  • Win Advisors sold 194 iShares Core S&P Total US Stock Market ETF shares in Q2 2022, an estimated $20K.
  • Win Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2022 and held it in 1 quarter.
  • Win Advisors's iShares Core S&P Total US Stock Market ETF position peaked at $20K in Q1 2022.
  • 992 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2022.

Based on Win Advisors's 13F filing for Q2 2022, filed 18 Jul 2022.