Pinnacle Wealth Advisors’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Pinnacle Wealth 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
2021 Q2	$577K	Buy	+5,843	New	+$562K	0.02%	258

Other funds holding ITOT

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BlackRock New York $5.72T 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

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 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

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Pinnacle Wealth Advisors's ITOT Position: Q2 2021 in Review

Pinnacle Wealth Advisors opened a new position in iShares Core S&P Total US Stock Market ETF (ITOT) in Q2 2021: 5,843 shares worth $577K. The stake represents 0.02% of the portfolio and ranks #258 among its holdings.

860 funds tracked by Wall St. Rank hold ITOT as of Q2 2021.

Pinnacle Wealth Advisors held 5,843 shares of iShares Core S&P Total US Stock Market ETF worth $577K as of Q2 2021.
iShares Core S&P Total US Stock Market ETF was a new Pinnacle Wealth Advisors position in Q2 2021.
iShares Core S&P Total US Stock Market ETF made up 0.02% of Pinnacle Wealth Advisors's portfolio in Q2 2021, its #258 holding.
860 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2021.

Based on Pinnacle Wealth Advisors's 13F filing for Q2 2021, filed 21 Jul 2021.