RE Dickinson Investment Advisors’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

RE Dickinson Investment 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
2022 Q4	–	Sell	-248	Closed	-$20K	–	389
2022 Q3	$20K	Hold	248	–	–	0.02%	113
2022 Q2	$21	Hold	248	–	–	﹤0.01%	123
2022 Q1	$25K	Hold	248	–	–	0.02%	128
2021 Q4	$27K	Buy	+248	New	+$25.9K	0.02%	112

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

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

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

RE Dickinson Investment Advisors's ITOT Position: Q4 2022 in Review

RE Dickinson Investment Advisors sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q4 2022, closing a stake of 248 shares — an estimated $20K sold.

RE Dickinson Investment Advisors first reported a position in ITOT in Q4 2021 and held it in 4 quarters. The position peaked at $27K in Q4 2021. 1,064 funds tracked by Wall St. Rank hold ITOT as of Q4 2022.

RE Dickinson Investment Advisors reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q4 2022 after selling out during the quarter.
RE Dickinson Investment Advisors sold 248 iShares Core S&P Total US Stock Market ETF shares in Q4 2022, an estimated $20K.
RE Dickinson Investment Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2021 and held it in 4 quarters.
RE Dickinson Investment Advisors's iShares Core S&P Total US Stock Market ETF position peaked at $27K in Q4 2021.
1,064 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q4 2022.

Based on RE Dickinson Investment Advisors's 13F filing for Q4 2022, filed 31 Jan 2023.