Managed Account Services’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q3
$344K Buy
3,494
+5
+0.1% +$506 0.09% 88
2021
Q2
$345K Sell
3,489
-151
-4% -$14.5K 0.08% 87
2021
Q1
$333K Buy
3,640
+359
+11% +$32.2K 0.09% 83
2020
Q4
$293K Buy
+3,281
New +$266K 0.08% 85

Other funds holding ITOT

Managed Account Services's ITOT Position: Q3 2021 in Review

Managed Account Services increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.14% in Q3 2021, buying an estimated $506 and bringing the position to 3,494 shares worth $344K. The position accounts for 0.09% of the portfolio, ranked #88.

Managed Account Services first reported a position in ITOT in Q4 2020 and has held it in 4 quarters since. The position peaked at $345K in Q2 2021. 871 funds tracked by Wall St. Rank hold ITOT as of Q3 2021.

  • Managed Account Services held 3,494 shares of iShares Core S&P Total US Stock Market ETF worth $344K as of Q3 2021.
  • Managed Account Services bought 5 iShares Core S&P Total US Stock Market ETF shares in Q3 2021, an estimated $506.
  • iShares Core S&P Total US Stock Market ETF made up 0.09% of Managed Account Services's portfolio in Q3 2021, its #88 holding.
  • Managed Account Services first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2020 and has held it in 4 quarters since.
  • Managed Account Services's iShares Core S&P Total US Stock Market ETF position peaked at $345K in Q2 2021.
  • 871 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2021.

Based on Managed Account Services's 13F filing for Q3 2021, filed 9 Nov 2021.