Wintrust Investments’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Wintrust Investments’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	$50K	Buy	395 +152	+63%	+$19.7K	0.04%	253
2024 Q3	$30K	Buy	+243	New	+$29.4K	0.02%	401
2023 Q4	–	Sell	-4,597	Closed	-$433K	–	458
2023 Q3	$433K	Sell	4,597 -249	-5%	-$24.5K	0.05%	279
2023 Q2	$474K	Sell	4,846 -10,428	-68%	-$964K	0.05%	271
2023 Q1	$1.38M	Buy	15,274 +2,675	+21%	+$237K	0.18%	109
2022 Q4	$1.07M	Sell	12,599 -933	-7%	-$79.6K	0.14%	133
2022 Q3	$1.08M	Sell	13,532 -2,288	-14%	-$202K	0.13%	139
2022 Q2	$1.32M	Sell	15,820 -1,961	-11%	-$179K	0.16%	120
2022 Q1	$1.79M	Buy	+17,781	New	+$1.77M	0.17%	113
2021 Q2	–	Sell	-5,660	Closed	-$518K	–	438
2021 Q1	$518K	Buy	+5,660	New	+$508K	0.05%	259

Other funds holding ITOT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Wintrust Investments's ITOT Position: Q4 2024 in Review

Wintrust Investments increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 63% in Q4 2024, buying an estimated $19.7K and bringing the position to 395 shares worth $50K. The position accounts for 0.04% of the portfolio, ranked #253.

Wintrust Investments first reported a position in ITOT in Q1 2021 and has held it in 10 quarters since. The position peaked at $1.79M in Q1 2022. 1,430 funds tracked by Wall St. Rank hold ITOT as of Q4 2024.

Wintrust Investments held 395 shares of iShares Core S&P Total US Stock Market ETF worth $50K as of Q4 2024.
Wintrust Investments bought 152 iShares Core S&P Total US Stock Market ETF shares in Q4 2024, an estimated $19.7K.
iShares Core S&P Total US Stock Market ETF made up 0.04% of Wintrust Investments's portfolio in Q4 2024, its #253 holding.
Wintrust Investments first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2021 and has held it in 10 quarters since.
Wintrust Investments's iShares Core S&P Total US Stock Market ETF position peaked at $1.79M in Q1 2022.
1,430 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q4 2024.

Based on Wintrust Investments's 13F filing for Q4 2024, filed 10 Feb 2025.