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

Independence 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
2020 Q3	$49K	Hold	650	–	–	0.01%	125
2020 Q2	$45K	Sell	650 -111	-15%	-$7.26K	0.01%	120
2020 Q1	$44K	Buy	761 +111	+17%	+$7.62K	0.01%	109
2019 Q4	$47K	Buy	+650	New	+$45.2K	0.01%	123

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

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

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

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

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Independence Advisors's ITOT Position: Q3 2020 in Review

Independence Advisors held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q3 2020 at 650 shares worth $49K. The position accounts for 0.01% of the portfolio, ranked #125.

Independence Advisors first reported a position in ITOT in Q4 2019 and has held it in 4 quarters since. 692 funds tracked by Wall St. Rank hold ITOT as of Q3 2020.

Independence Advisors held 650 shares of iShares Core S&P Total US Stock Market ETF worth $49K as of Q3 2020.
Independence Advisors left its iShares Core S&P Total US Stock Market ETF share count unchanged in Q3 2020.
iShares Core S&P Total US Stock Market ETF made up 0.01% of Independence Advisors's portfolio in Q3 2020, its #125 holding.
Independence Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2019 and has held it in 4 quarters since.
692 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2020.

Based on Independence Advisors's 13F filing for Q3 2020, filed 4 Nov 2020.