WR Wealth Planners’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

WR Wealth Planners’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	$36K	Sell	280 -1,129	-80%	-$146K	0.01%	359
2024 Q3	$177K	Buy	1,409 +257	+22%	+$31.1K	0.05%	204
2024 Q2	$137K	Buy	1,152 +23	+2%	+$2.64K	0.04%	216
2024 Q1	$130K	Buy	+1,129	New	+$124K	0.04%	226
2023 Q4	–	Sell	-1,429	Closed	-$135K	–	520
2023 Q3	$135K	Hold	1,429	–	–	0.05%	207
2023 Q2	$140K	Sell	1,429 -74	-5%	-$6.84K	0.05%	204
2023 Q1	$136K	Hold	1,503	–	–	0.06%	200
2022 Q4	$127K	Hold	1,503	–	–	0.08%	123
2022 Q3	$120K	Hold	1,503	–	–	0.08%	117
2022 Q2	$126K	Hold	1,503	–	–	0.08%	114
2022 Q1	$152K	Buy	+1,503	New	+$150K	0.09%	111

Other funds holding ITOT

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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

WR Wealth Planners's ITOT Position: Q4 2024 in Review

WR Wealth Planners reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 80% in Q4 2024, selling an estimated $146K and leaving 280 shares worth $36K. The position accounts for 0.01% of the portfolio, ranked #359.

WR Wealth Planners first reported a position in ITOT in Q1 2022 and has held it in 11 quarters since. The position peaked at $177K in Q3 2024. 1,430 funds tracked by Wall St. Rank hold ITOT as of Q4 2024.

WR Wealth Planners held 280 shares of iShares Core S&P Total US Stock Market ETF worth $36K as of Q4 2024.
WR Wealth Planners sold 1,129 iShares Core S&P Total US Stock Market ETF shares in Q4 2024, an estimated $146K.
iShares Core S&P Total US Stock Market ETF made up 0.01% of WR Wealth Planners's portfolio in Q4 2024, its #359 holding.
WR Wealth Planners first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2022 and has held it in 11 quarters since.
WR Wealth Planners's iShares Core S&P Total US Stock Market ETF position peaked at $177K in Q3 2024.
1,430 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.