Inverness Counsel’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Inverness Counsel’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 Q3	–	Hold	0	–	–	–	77
2022 Q2	–	Hold	0	–	–	–	68
2022 Q1	–	Hold	0	–	–	–	65
2021 Q4	–	Hold	0	–	–	–	69
2021 Q3	–	Hold	0	–	–	–	71
2021 Q2	–	Hold	0	–	–	–	71
2021 Q1	–	Hold	0	–	–	–	73
2020 Q4	–	Hold	0	–	–	–	71
2020 Q3	–	Hold	0	–	–	–	72
2020 Q2	–	Hold	0	–	–	–	72
2020 Q1	–	Hold	0	–	–	–	70
2019 Q4	–	Hold	0	–	–	–	71
2019 Q3	–	Hold	0	–	–	–	70
2019 Q2	–	Hold	0	–	–	–	70
2019 Q1	–	Hold	0	–	–	–	71
2018 Q4	–	Hold	0	–	–	–	71
2018 Q3	–	Hold	0	–	–	–	77
2018 Q2	–	Hold	0	–	–	–	76

Other funds holding ITOT

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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 $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return