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

Arcadia Investment 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
2023 Q3	–	Sell	-57	Closed	-$5.58K	–	84
2023 Q2	$5.58K	Hold	57	–	–	﹤0.01%	72
2023 Q1	$5.16K	Hold	57	–	–	﹤0.01%	70
2022 Q4	$4.83K	Hold	57	–	–	﹤0.01%	69
2022 Q3	$4.53K	Hold	57	–	–	﹤0.01%	69
2022 Q2	$4.78K	Hold	57	–	–	﹤0.01%	81
2022 Q1	$5.75K	Hold	57	–	–	﹤0.01%	78
2021 Q4	$6.1K	Hold	57	–	–	﹤0.01%	78
2021 Q3	$5.61K	Hold	57	–	–	﹤0.01%	83
2021 Q2	$5.63K	Hold	57	–	–	﹤0.01%	87
2021 Q1	$5.22K	Hold	57	–	–	﹤0.01%	79
2020 Q4	$4.92K	Buy	+57	New	+$4.62K	﹤0.01%	83

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 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

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

BTI

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Arcadia Investment Advisors's ITOT Position: Q3 2023 in Review

Arcadia Investment Advisors sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q3 2023, closing a stake of 57 shares — an estimated $5.58K sold.

Arcadia Investment Advisors first reported a position in ITOT in Q4 2020 and held it in 11 quarters. The position peaked at $6.1K in Q4 2021. 1,072 funds tracked by Wall St. Rank hold ITOT as of Q3 2023.

Arcadia Investment Advisors reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q3 2023 after selling out during the quarter.
Arcadia Investment Advisors sold 57 iShares Core S&P Total US Stock Market ETF shares in Q3 2023, an estimated $5.58K.
Arcadia Investment Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2020 and held it in 11 quarters.
Arcadia Investment Advisors's iShares Core S&P Total US Stock Market ETF position peaked at $6.1K in Q4 2021.
1,072 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2023.

Based on Arcadia Investment Advisors's 13F filing for Q3 2023, filed 19 Dec 2024.