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PCA
Personal Capital Advisors’s
iShares Core S&P Total US Stock Market ETF
ITOT
Stock Holding History
Personal Capital 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
2022
Q4
$300M
Buy
3,533,749
+2,062,157
+140%
+$176M
1.46%
16
2022
Q3
$117M
Sell
1,471,592
-1,661,432
-53%
-$147M
0.63%
28
2022
Q2
$262M
Buy
3,133,024
+1,766,381
+129%
+$161M
1.38%
16
2022
Q1
$138M
Sell
1,366,643
-187,929
-12%
-$18.7M
0.64%
28
2021
Q4
$167M
Buy
1,554,572
+649,381
+72%
+$67.9M
0.77%
27
2021
Q3
$89.1M
Buy
905,191
+783,480
+644%
+$79.2M
0.45%
43
2021
Q2
$12M
Sell
121,711
-208,346
-63%
-$20M
0.06%
146
2021
Q1
$30.2M
Sell
330,057
-80,223
-20%
-$7.2M
0.18%
117
2020
Q4
$35.4M
Buy
410,280
+292,389
+248%
+$23.7M
0.23%
101
2020
Q3
$8.9M
Sell
117,891
-22,657
-16%
-$1.69M
0.07%
136
2020
Q2
$9.76M
Buy
140,548
+24,084
+21%
+$1.57M
0.08%
127
2020
Q1
$8.18M
Sell
116,464
-298,779
-72%
-$20.5M
0.08%
132
2019
Q4
$30.2M
Sell
415,243
-80,448
-16%
-$5.6M
0.25%
98
2019
Q3
$33.2M
Buy
495,691
+492,641
+16,152%
+$33M
0.32%
82
2019
Q2
$203K
Sell
3,050
-918
-23%
-$60.2K
﹤0.01%
317
2019
Q1
$256K
Sell
3,968
-7,492
-65%
-$465K
﹤0.01%
288
2018
Q4
$650K
Sell
11,460
-384,339
-97%
-$23.6M
0.01%
215
2018
Q3
$26.4M
Buy
395,799
+375,933
+1,892%
+$24.6M
0.34%
80
2018
Q2
$1.24M
Buy
19,866
+3,684
+23%
+$229K
0.02%
170
2018
Q1
$978K
Sell
16,182
-623,660
-97%
-$38.9M
0.02%
174
2017
Q4
$39.1M
Buy
639,842
+636,073
+16,876%
+$37.9M
0.67%
27
2017
Q3
$217K
Buy
+3,769
New
+$213K
﹤0.01%
214
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
AWA
Arete Wealth Advisors
Chicago, Illinois
$1.33B AUM
25.12%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
SW
SVB Wealth
Boston, Massachusetts
$1.52B AUM
21.38%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
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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