Industrial Alliance Investment Management’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Industrial Alliance Investment Management’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 Q3	–	Sell	-1,454	Closed	-$142K	–	86
2023 Q2	$142K	Sell	1,454 -1,474	-50%	-$136K	0.07%	97
2023 Q1	$265K	Sell	2,928 -3,457	-54%	-$307K	0.01%	422
2022 Q4	$541K	Sell	6,385 -3,258	-34%	-$278K	0.02%	287
2022 Q3	$767K	Buy	9,643 +50	+0.5%	+$4.42K	0.02%	266
2022 Q2	$804K	Buy	9,593 +3,230	+51%	+$294K	0.02%	265
2022 Q1	$642K	Buy	6,363 +6,356	+90,800%	+$634K	0.02%	299
2021 Q4	$1K	Buy	+7	New	+$732	﹤0.01%	393

Other funds holding ITOT

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 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

Charles Schwab San Francisco, California $654B AUM 26.35% 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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

SWM

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

Industrial Alliance Investment Management's ITOT Position: Q3 2023 in Review

Industrial Alliance Investment Management sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q3 2023, closing a stake of 1,454 shares — an estimated $142K sold.

Industrial Alliance Investment Management first reported a position in ITOT in Q4 2021 and held it in 7 quarters. The position peaked at $804K in Q2 2022. 1,073 funds tracked by Wall St. Rank hold ITOT as of Q3 2023.

Industrial Alliance Investment Management reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q3 2023 after selling out during the quarter.
Industrial Alliance Investment Management sold 1,454 iShares Core S&P Total US Stock Market ETF shares in Q3 2023, an estimated $142K.
Industrial Alliance Investment Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2021 and held it in 7 quarters.
Industrial Alliance Investment Management's iShares Core S&P Total US Stock Market ETF position peaked at $804K in Q2 2022.
1,073 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2023.

Based on Industrial Alliance Investment Management's 13F filing for Q3 2023, filed 15 Nov 2023.