Portfolio Solutions’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Portfolio Solutions’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	$11.1M	Buy	139,783 +77,981	+126%	+$6.89M	1.4%	11
2022 Q2	$5.18M	Buy	61,802 +58,640	+1,855%	+$5.34M	0.66%	18
2022 Q1	$319K	Buy	3,162 +600	+23%	+$59.8K	0.04%	39
2021 Q4	$274K	Hold	2,562	–	–	0.03%	37
2021 Q3	$252K	Hold	2,562	–	–	0.03%	38
2021 Q2	$260K	Hold	2,562	–	–	0.03%	41
2021 Q1	$235K	Hold	2,562	–	–	0.03%	40
2020 Q4	$221K	Buy	+2,562	New	+$208K	0.03%	36
2018 Q2	–	Sell	-2,909	Closed	-$176K	–	105
2018 Q1	$176K	Hold	2,909	–	–	0.02%	39
2017 Q4	$178K	Buy	2,909 +280	+11%	+$16.7K	0.02%	38
2017 Q3	$152K	Buy	2,629 +2,179	+484%	+$123K	0.02%	42
2017 Q2	$25K	Hold	450	–	–	﹤0.01%	81
2017 Q1	$24K	Buy	+450	New	+$24K	﹤0.01%	80

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MFRM

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Portfolio Solutions's ITOT Position: Q3 2022 in Review

Portfolio Solutions increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 126% in Q3 2022, buying an estimated $6.89M and bringing the position to 139,783 shares worth $11.1M. The position accounts for 1.4% of the portfolio, ranked #11.

Portfolio Solutions first reported a position in ITOT in Q1 2017 and has held it in 13 quarters since. 978 funds tracked by Wall St. Rank hold ITOT as of Q3 2022.

Portfolio Solutions held 139,783 shares of iShares Core S&P Total US Stock Market ETF worth $11.1M as of Q3 2022.
Portfolio Solutions bought 77,981 iShares Core S&P Total US Stock Market ETF shares in Q3 2022, an estimated $6.89M.
iShares Core S&P Total US Stock Market ETF made up 1.4% of Portfolio Solutions's portfolio in Q3 2022, its #11 holding.
Portfolio Solutions first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2017 and has held it in 13 quarters since.
978 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2022.

Based on Portfolio Solutions's 13F filing for Q3 2022, filed 14 Nov 2022.