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IAM Advisory’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

IAM Advisory’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
2021
Q3 		– Sell
-664,461
Closed -$65.6M – 87
2021
Q2 		$65.6M Buy
+664,461
New +$63.9M 8.64% 5

Other funds holding ITOT

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
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
Betterment LLC New York $59.1B AUM 18.41% 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 $1.89T AUM 35.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

IAM Advisory's ITOT Position: Q3 2021 in Review

IAM Advisory sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q3 2021, closing a stake of 664,461 shares — an estimated $65.6M sold.

IAM Advisory first reported a position in ITOT in Q2 2021 and held it in 1 quarter. The position peaked at $65.6M in Q2 2021. 873 funds tracked by Wall St. Rank hold ITOT as of Q3 2021.

  • IAM Advisory reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q3 2021 after selling out during the quarter.
  • IAM Advisory sold 664,461 iShares Core S&P Total US Stock Market ETF shares in Q3 2021, an estimated $65.6M.
  • IAM Advisory first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2021 and held it in 1 quarter.
  • IAM Advisory's iShares Core S&P Total US Stock Market ETF position peaked at $65.6M in Q2 2021.
  • 873 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2021.

Based on IAM Advisory's 13F filing for Q3 2021, filed 14 Oct 2021.