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

BDO Wealth 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 Q2	$8.41M	Buy	85,907 +424	+0.5%	+$39.2K	0.96%	21
2023 Q1	$7.74M	Sell	85,483 -2,190	-2%	-$194K	0.95%	22
2022 Q4	$7.43M	Sell	87,673 -15,575	-15%	-$1.33M	0.92%	23
2022 Q3	$8.21M	Sell	103,248 -2,731	-3%	-$241K	1.09%	21
2022 Q2	$8.88M	Sell	105,979 -9,265	-8%	-$844K	1.09%	19
2022 Q1	$11.6M	Sell	115,244 -143,890	-56%	-$14.3M	1.24%	16
2021 Q4	$27.7M	Sell	259,134 -26,868	-9%	-$2.81M	2.93%	10
2021 Q3	$28.1M	Sell	286,002 -10,834	-4%	-$1.1M	3.1%	8
2021 Q2	$29.3M	Sell	296,836 -11,263	-4%	-$1.08M	3.25%	8
2021 Q1	$28.2M	Sell	308,099 -53,122	-15%	-$4.76M	3.33%	7
2020 Q4	$31.1M	Sell	361,221 -7,983	-2%	-$647K	4.38%	3
2020 Q3	$27.9M	Sell	369,204 -21,507	-6%	-$1.6M	4.54%	4
2020 Q2	$27.1M	Sell	390,711 -9,946	-2%	-$650K	4.77%	3
2020 Q1	$22.9M	Buy	400,657 +400,638	+2,108,621%	+$27.5M	4.63%	3
2019 Q4	$1K	Sell	19 -149	-89%	-$10.4K	﹤0.01%	568
2019 Q3	$11K	Buy	168 +1	+0.6%	+$67	﹤0.01%	452
2019 Q2	$11K	Buy	167 +1	+0.6%	+$66	﹤0.01%	438
2019 Q1	$11K	Buy	166 +1	+0.6%	+$62	﹤0.01%	422
2018 Q4	$9K	Sell	165 -148	-47%	-$9.09K	﹤0.01%	419
2018 Q3	$21K	Buy	313 +1	+0.3%	+$66	0.01%	376
2018 Q2	$20K	Sell	312 -60	-16%	-$3.73K	0.01%	385
2018 Q1	$22K	Buy	+372	New	+$23.2K	0.01%	318
2017 Q3	–	Sell	-415	Closed	-$23K	–	496
2017 Q2	$23K	Buy	+415	New	+$22.8K	0.01%	292

Other funds holding ITOT

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SWM

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cisco Systems San Jose, California $405M AUM 4.84% 1-Year Est. Return

BDO Wealth Advisors's ITOT Position: Q2 2023 in Review

BDO Wealth Advisors increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.5% in Q2 2023, buying an estimated $39.2K and bringing the position to 85,907 shares worth $8.41M. The position accounts for 0.96% of the portfolio, ranked #21.

BDO Wealth Advisors first reported a position in ITOT in Q2 2017 and has held it in 23 quarters since. The position peaked at $31.1M in Q4 2020. 1,075 funds tracked by Wall St. Rank hold ITOT as of Q2 2023.

BDO Wealth Advisors held 85,907 shares of iShares Core S&P Total US Stock Market ETF worth $8.41M as of Q2 2023.
BDO Wealth Advisors bought 424 iShares Core S&P Total US Stock Market ETF shares in Q2 2023, an estimated $39.2K.
iShares Core S&P Total US Stock Market ETF made up 0.96% of BDO Wealth Advisors's portfolio in Q2 2023, its #21 holding.
BDO Wealth Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2017 and has held it in 23 quarters since.
BDO Wealth Advisors's iShares Core S&P Total US Stock Market ETF position peaked at $31.1M in Q4 2020.
1,075 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.