ITOT — ISHARES TR

Ownership history in Executive Wealth Management, LLC  ·  23 quarters on record

This page tracks every 13F SEC filing in which Executive Wealth Management, LLC reported a position in ISHARES TR (ITOT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
7.6% (2020 Q3)
Avg. % of fund
4.8%
First filed
2018 Q4
Last filed
2024 Q4
Quarters held
23
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q4 REDUCED 515,976 -64,739 -11.1% 5.20% $66.4M $127.09
2024 Q1 ADDED 580,715 +49,698 +9.4% 5.85% $66.8M $112.78
2023 Q4 ADDED 531,017 +143,995 +37.2% 5.26% $55.9M $102.65
2023 Q3 REDUCED 387,022 -148,928 -27.8% 3.77% $36.5M $91.47
19 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    ITOT price (monthly, adj. close)

Other funds also holding ITOT

As of 2025 Q4 — sorted by position size

CISCO SYSTEMS, INC. 3Y 7Y 64.28% Independent Order of Foresters 3Y 7Y 58.25% Claar Advisors LLC 3Y 7Y 43.22% Steffes Financial, Ltd. 30.74% LJI Wealth Management, LLC 27.39% Smallwood Wealth Investment Management, LLC 3Y 26.91% Klaas Financial Asset Advisors, LLC 3Y 26.62% Financial Designs Corp 23.85% Wick Capital Partners, LLC 3Y 23.39% Friday Financial 23.31%
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