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IDA
Intelligence Driven Advisers’s
iShares Core S&P Total US Stock Market ETF
ITOT
Stock Holding History
Intelligence Driven Advisers’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
Q2
–
Sell
-5,315
Closed
-$478K
–
102
2023
Q1
$478K
Sell
5,315
-436
-8%
-$38.7K
0.09%
54
2022
Q4
$495K
Sell
5,751
-6
-0.1%
-$512
0.09%
57
2022
Q3
$479K
Sell
5,757
-102
-2%
-$9.02K
0.1%
73
2022
Q2
$498K
Sell
5,859
-120
-2%
-$10.9K
0.1%
73
2022
Q1
$597K
Sell
5,979
-58
-1%
-$5.78K
0.11%
61
2021
Q4
$587K
Sell
6,037
-686
-10%
-$71.7K
0.11%
53
2021
Q3
$667K
Sell
6,723
-190
-3%
-$19.2K
0.15%
43
2021
Q2
$683K
Sell
6,913
-596
-8%
-$57.3K
0.13%
50
2021
Q1
$688K
Buy
7,509
+1,587
+27%
+$142K
0.15%
45
2020
Q4
$511K
Sell
5,922
-136
-2%
-$11K
0.11%
62
2020
Q3
$457K
Sell
6,058
-2,074
-26%
-$155K
0.11%
54
2020
Q2
$565K
Buy
8,132
+328
+4%
+$21.4K
0.2%
54
2020
Q1
$446K
Buy
7,804
+2,983
+62%
+$205K
0.21%
56
2019
Q4
$350K
Buy
+4,821
New
+$335K
0.16%
65
Other funds holding ITOT
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
BlackRock
New York
$5.7T 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
Morgan Stanley
New York
$1.66T AUM
25.57%
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
SWM
SigFig Wealth Management
San Francisco, California
$3.77B AUM
15.99%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
CS
Cisco Systems
San Jose, California
$405M AUM
4.84%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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