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

Cascade 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 Q2	–	Sell	-20	Closed	-$1.81K	–	155
2023 Q1	$1.81K	Buy	+20	New	+$1.78K	﹤0.01%	229
2022 Q3	–	Sell	-20	Closed	-$1.68K	–	156
2022 Q2	$1.68K	Hold	20	–	–	﹤0.01%	236
2022 Q1	$2.02K	Hold	20	–	–	﹤0.01%	251
2021 Q4	$2.14K	Hold	20	–	–	﹤0.01%	251
2021 Q3	$1.97K	Hold	20	–	–	﹤0.01%	247
2021 Q2	$1.98K	Hold	20	–	–	﹤0.01%	249
2021 Q1	$1.83K	Hold	20	–	–	﹤0.01%	261
2020 Q4	$1.72K	Hold	20	–	–	﹤0.01%	250
2020 Q3	$1.51K	Hold	20	–	–	﹤0.01%	249
2020 Q2	$1.39K	Hold	20	–	–	﹤0.01%	245
2020 Q1	$1.14K	Hold	20	–	–	﹤0.01%	240
2019 Q4	$1.45K	Hold	20	–	–	﹤0.01%	248
2019 Q3	$1.34K	Hold	20	–	–	﹤0.01%	268
2019 Q2	$1.33K	Buy	+20	New	+$1.31K	﹤0.01%	237

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

SWM

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

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

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

Cascade Investment Advisors's ITOT Position: Q2 2023 in Review

Cascade Investment Advisors sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q2 2023, closing a stake of 20 shares — an estimated $1.81K sold.

Cascade Investment Advisors first reported a position in ITOT in Q2 2019 and held it in 14 quarters. The position peaked at $2.14K in Q4 2021. 1,074 funds tracked by Wall St. Rank hold ITOT as of Q2 2023.

Cascade Investment Advisors reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q2 2023 after selling out during the quarter.
Cascade Investment Advisors sold 20 iShares Core S&P Total US Stock Market ETF shares in Q2 2023, an estimated $1.81K.
Cascade Investment Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2019 and held it in 14 quarters.
Cascade Investment Advisors's iShares Core S&P Total US Stock Market ETF position peaked at $2.14K in Q4 2021.
1,074 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2023.

Based on Cascade Investment Advisors's 13F filing for Q2 2023, filed 21 Jul 2023.