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

RDA Financial Network’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 Q1	–	Sell	-1,967	Closed	-$210K	–	236
2021 Q4	$210K	Buy	+1,967	New	+$206K	0.09%	203
2021 Q3	–	Sell	-3,225	Closed	-$318K	–	219
2021 Q2	$318K	Sell	3,225 -397	-11%	-$38.2K	0.14%	163
2021 Q1	$332K	Buy	3,622 +5	+0.1%	+$448	0.14%	159
2020 Q4	$312K	Buy	3,617 +5	+0.1%	+$405	0.14%	158
2020 Q3	$273K	Sell	3,612 -70	-2%	-$5.22K	0.12%	169
2020 Q2	$256K	Buy	3,682 +5	+0.1%	+$327	0.13%	166
2020 Q1	$210K	Buy	3,677 +6	+0.2%	+$412	0.13%	164
2019 Q4	$271K	Buy	3,671 +408	+13%	+$28.4K	0.11%	190
2019 Q3	$230K	Buy	+3,263	New	+$219K	0.1%	210

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MFRM

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

RDA Financial Network's ITOT Position: Q1 2022 in Review

RDA Financial Network sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q1 2022, closing a stake of 1,967 shares — an estimated $210K sold.

RDA Financial Network first reported a position in ITOT in Q3 2019 and held it in 9 quarters. The position peaked at $332K in Q1 2021. 1,002 funds tracked by Wall St. Rank hold ITOT as of Q1 2022.

RDA Financial Network reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q1 2022 after selling out during the quarter.
RDA Financial Network sold 1,967 iShares Core S&P Total US Stock Market ETF shares in Q1 2022, an estimated $210K.
RDA Financial Network first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2019 and held it in 9 quarters.
RDA Financial Network's iShares Core S&P Total US Stock Market ETF position peaked at $332K in Q1 2021.
1,002 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2022.

Based on RDA Financial Network's 13F filing for Q1 2022, filed 12 Apr 2022.