Principal Financial Group
ITOT icon

Principal Financial Group’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Principal Financial Group’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
Q3 		– Sell
-2,148
Closed -$212K – 2600
2021
Q2 		$212K Sell
2,148
-416
-16% -$40K ﹤0.01% 2460
2021
Q1 		$235K Sell
2,564
-399
-13% -$35.8K ﹤0.01% 2340
2020
Q4 		$255K Buy
+2,963
New +$240K ﹤0.01% 2267
2020
Q2 		– Sell
-5,520
Closed -$316K – 2339
2020
Q1 		$316K Sell
5,520
-451
-8% -$30.9K ﹤0.01% 1949
2019
Q4 		$434K Sell
5,971
-470
-7% -$32.7K ﹤0.01% 1976
2019
Q3 		$432K Buy
6,441
+1,337
+26% +$89.6K ﹤0.01% 1981
2019
Q2 		$340K Buy
+5,104
New +$334K ﹤0.01% 2039

Other funds holding ITOT

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Principal Financial Group's ITOT Position: Q3 2021 in Review

Principal Financial Group sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q3 2021, closing a stake of 2,148 shares — an estimated $212K sold.

Principal Financial Group first reported a position in ITOT in Q2 2019 and held it in 7 quarters. The position peaked at $434K in Q4 2019. 871 funds tracked by Wall St. Rank hold ITOT as of Q3 2021.

  • Principal Financial Group reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q3 2021 after selling out during the quarter.
  • Principal Financial Group sold 2,148 iShares Core S&P Total US Stock Market ETF shares in Q3 2021, an estimated $212K.
  • Principal Financial Group first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2019 and held it in 7 quarters.
  • Principal Financial Group's iShares Core S&P Total US Stock Market ETF position peaked at $434K in Q4 2019.
  • 871 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2021.

Based on Principal Financial Group's 13F filing for Q3 2021, filed 9 Nov 2021.