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

HYA 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 Q2	$15.7M	Sell	187,971 -5,469	-3%	-$498K	6.17%	3
2022 Q1	$19.5M	Buy	193,440 +5,654	+3%	+$564K	6.76%	1
2021 Q4	$20.1M	Buy	187,786 +3,329	+2%	+$348K	7.2%	1
2021 Q3	$18.4M	Sell	184,457 -14,633	-7%	-$1.48M	7.41%	1
2021 Q2	$19.7M	Buy	199,090 +8,296	+4%	+$798K	8.23%	1
2021 Q1	$17.5M	Buy	190,794 +12,996	+7%	+$1.17M	8.25%	1
2020 Q4	$15.3M	Buy	177,798 +7,574	+4%	+$613K	8.13%	2
2020 Q3	$12.8M	Buy	170,224 +24,334	+17%	+$1.82M	7.76%	2
2020 Q2	$10.1M	Buy	145,890 +2,666	+2%	+$174K	6.66%	2
2020 Q1	$8.19M	Buy	143,224 +329	+0.2%	+$22.6K	6.75%	2
2019 Q4	$10.4M	Buy	+142,895	New	+$9.94M	6.66%	2

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HYA Advisors's ITOT Position: Q2 2022 in Review

HYA Advisors reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 2.8% in Q2 2022, selling an estimated $498K and leaving 187,971 shares worth $15.7M. The position accounts for 6.17% of the portfolio, ranked #3.

HYA Advisors first reported a position in ITOT in Q4 2019 and has held it in 11 quarters since. The position peaked at $20.1M in Q4 2021. 992 funds tracked by Wall St. Rank hold ITOT as of Q2 2022.

HYA Advisors held 187,971 shares of iShares Core S&P Total US Stock Market ETF worth $15.7M as of Q2 2022.
HYA Advisors sold 5,469 iShares Core S&P Total US Stock Market ETF shares in Q2 2022, an estimated $498K.
iShares Core S&P Total US Stock Market ETF made up 6.17% of HYA Advisors's portfolio in Q2 2022, its #3 holding.
HYA Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2019 and has held it in 11 quarters since.
HYA Advisors's iShares Core S&P Total US Stock Market ETF position peaked at $20.1M in Q4 2021.
992 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2022.

Based on HYA Advisors's 13F filing for Q2 2022, filed 13 Jul 2022.