American Portfolios Advisors’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

American Portfolios Advisors’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
2022 Q3	$6.84M	Sell	85,950 -204,696	-70%	-$18.1M	0.29%	59
2022 Q2	$24.4M	Buy	290,646 +237,469	+447%	+$21.6M	1%	12
2022 Q1	$5.37M	Buy	53,177 +27,655	+108%	+$2.76M	0.18%	104
2021 Q4	$2.73M	Sell	25,522 -12,773	-33%	-$1.34M	0.09%	216
2021 Q3	$3.77M	Buy	38,295 +2,666	+7%	+$270K	0.14%	142
2021 Q2	$3.52M	Buy	35,629 +391	+1%	+$37.6K	0.14%	145
2021 Q1	$3.23M	Buy	35,238 +22,244	+171%	+$2M	0.14%	141
2020 Q4	$1.12M	Buy	12,994 +200	+2%	+$16.2K	0.06%	311
2020 Q3	$966K	Buy	12,794 +244	+2%	+$18.2K	0.06%	302
2020 Q2	$871K	Sell	12,550 -23	-0.2%	-$1.5K	0.06%	301
2020 Q1	$719K	Sell	12,573 -747	-6%	-$51.3K	0.06%	280
2019 Q4	$968K	Sell	13,320 -29	-0.2%	-$2.02K	0.07%	272
2019 Q3	$895K	Buy	13,349 +907	+7%	+$60.8K	0.07%	257
2019 Q2	$829K	Buy	12,442 +5,086	+69%	+$333K	0.07%	272
2019 Q1	$474K	Buy	7,356 +2,029	+38%	+$126K	0.04%	384
2018 Q4	$302K	Buy	5,327 +606	+13%	+$37.2K	0.04%	408
2018 Q3	$315K	Buy	4,721 +1,047	+28%	+$68.6K	0.04%	445
2018 Q2	$230K	Buy	3,674 +2,924	+390%	+$182K	0.03%	493
2018 Q1	$45.3K	Buy	750 +30	+4%	+$1.87K	0.01%	1067
2017 Q4	$44K	Buy	+720	New	+$42.9K	0.01%	1050

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

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

American Portfolios Advisors's ITOT Position: Q3 2022 in Review

American Portfolios Advisors reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 70% in Q3 2022, selling an estimated $18.1M and leaving 85,950 shares worth $6.84M. The position accounts for 0.29% of the portfolio, ranked #59.

American Portfolios Advisors first reported a position in ITOT in Q4 2017 and has held it in 20 quarters since. The position peaked at $24.4M in Q2 2022. 978 funds tracked by Wall St. Rank hold ITOT as of Q3 2022.

American Portfolios Advisors held 85,950 shares of iShares Core S&P Total US Stock Market ETF worth $6.84M as of Q3 2022.
American Portfolios Advisors sold 204,696 iShares Core S&P Total US Stock Market ETF shares in Q3 2022, an estimated $18.1M.
iShares Core S&P Total US Stock Market ETF made up 0.29% of American Portfolios Advisors's portfolio in Q3 2022, its #59 holding.
American Portfolios Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2017 and has held it in 20 quarters since.
American Portfolios Advisors's iShares Core S&P Total US Stock Market ETF position peaked at $24.4M 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 American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.