RFN
ITOT icon

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
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 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 $1.52B AUM 21.38% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return