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 $617B AUM 30.33% 1-Year Est. Return

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

TAIM

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 Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

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

SWM

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

Personal Capital Advisors's ITOT Position: Q4 2022 in Review

Personal Capital Advisors increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 140% in Q4 2022, buying an estimated $176M and bringing the position to 3,533,749 shares worth $300M. The position accounts for 1.46% of the portfolio, ranked #16.

Personal Capital Advisors first reported a position in ITOT in Q3 2017 and has held it in 22 quarters since. 1,066 funds tracked by Wall St. Rank hold ITOT as of Q4 2022.

Personal Capital Advisors held 3,533,749 shares of iShares Core S&P Total US Stock Market ETF worth $300M as of Q4 2022.
Personal Capital Advisors bought 2,062,157 iShares Core S&P Total US Stock Market ETF shares in Q4 2022, an estimated $176M.
iShares Core S&P Total US Stock Market ETF made up 1.46% of Personal Capital Advisors's portfolio in Q4 2022, its #16 holding.
Personal Capital Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2017 and has held it in 22 quarters since.
1,066 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.