Strategic Asset Management’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Strategic Asset Management’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	$104K	Buy	1,300 +400	+44%	+$35.4K	0.18%	87
2022 Q2	$75K	Hold	900	–	–	0.12%	118
2022 Q1	$91K	Hold	900	–	–	0.13%	110
2021 Q4	$96K	Hold	900	–	–	0.13%	97
2021 Q3	$90K	Buy	+900	New	+$91K	0.13%	104

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

Strategic Asset Management's ITOT Position: Q3 2022 in Review

Strategic Asset Management increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 44% in Q3 2022, buying an estimated $35.4K and bringing the position to 1,300 shares worth $104K. The position accounts for 0.18% of the portfolio, ranked #87.

Strategic Asset Management first reported a position in ITOT in Q3 2021 and has held it in 5 quarters since. 978 funds tracked by Wall St. Rank hold ITOT as of Q3 2022.

Strategic Asset Management held 1,300 shares of iShares Core S&P Total US Stock Market ETF worth $104K as of Q3 2022.
Strategic Asset Management bought 400 iShares Core S&P Total US Stock Market ETF shares in Q3 2022, an estimated $35.4K.
iShares Core S&P Total US Stock Market ETF made up 0.18% of Strategic Asset Management's portfolio in Q3 2022, its #87 holding.
Strategic Asset Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2021 and has held it in 5 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 Strategic Asset Management's 13F filing for Q3 2022, filed 1 Nov 2022.