Adroit Compliance’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Adroit Compliance’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
2023 Q4	$102M	Buy	+969,396	New	+$95M	21.28%	1

Other funds holding ITOT

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Adroit Compliance's ITOT Position: Q4 2023 in Review

Adroit Compliance opened a new position in iShares Core S&P Total US Stock Market ETF (ITOT) in Q4 2023: 969,396 shares worth $102M. The stake represents 21.28% of the portfolio and ranks #1 among its holdings.

1,179 funds tracked by Wall St. Rank hold ITOT as of Q4 2023.

Adroit Compliance held 969,396 shares of iShares Core S&P Total US Stock Market ETF worth $102M as of Q4 2023.
iShares Core S&P Total US Stock Market ETF was a new Adroit Compliance position in Q4 2023.
iShares Core S&P Total US Stock Market ETF made up 21.28% of Adroit Compliance's portfolio in Q4 2023, its #1 holding.
1,179 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q4 2023.

Based on Adroit Compliance's 13F filing for Q4 2023, filed 8 Feb 2024.