World Equity Group’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
Sell
-25,499
Closed -$2.14M 343
2022
Q2
$2.14M Buy
+25,499
New +$2.32M 0.54% 51

Other funds holding ITOT

World Equity Group's ITOT Position: Q3 2022 in Review

World Equity Group sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q3 2022, closing a stake of 25,499 shares — an estimated $2.14M sold.

World Equity Group first reported a position in ITOT in Q2 2022 and held it in 1 quarter. The position peaked at $2.14M in Q2 2022. 978 funds tracked by Wall St. Rank hold ITOT as of Q3 2022.

  • World Equity Group reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q3 2022 after selling out during the quarter.
  • World Equity Group sold 25,499 iShares Core S&P Total US Stock Market ETF shares in Q3 2022, an estimated $2.14M.
  • World Equity Group first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2022 and held it in 1 quarter.
  • World Equity Group's iShares Core S&P Total US Stock Market ETF position peaked at $2.14M in Q2 2022.
  • 978 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2022.

Based on World Equity Group's 13F filing for Q3 2022, filed 6 Sep 2024.