DAC
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Dividend Assets Capital’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Dividend Assets Capital’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
2020
Q4 		– Sell
-58
Closed -$4K – 567
2020
Q3 		$4K Hold
58
– – ﹤0.01% 185
2020
Q2 		$4K Buy
+58
New +$3.79K ﹤0.01% 181

Other funds holding ITOT

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
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
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Dividend Assets Capital's ITOT Position: Q4 2020 in Review

Dividend Assets Capital sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q4 2020, closing a stake of 58 shares — an estimated $4K sold.

Dividend Assets Capital first reported a position in ITOT in Q2 2020 and held it in 2 quarters. The position peaked at $4K in Q3 2020. 804 funds tracked by Wall St. Rank hold ITOT as of Q4 2020.

  • Dividend Assets Capital reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q4 2020 after selling out during the quarter.
  • Dividend Assets Capital sold 58 iShares Core S&P Total US Stock Market ETF shares in Q4 2020, an estimated $4K.
  • Dividend Assets Capital first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2020 and held it in 2 quarters.
  • Dividend Assets Capital's iShares Core S&P Total US Stock Market ETF position peaked at $4K in Q3 2020.
  • 804 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q4 2020.

Based on Dividend Assets Capital's 13F filing for Q4 2020, filed 22 Jan 2021.