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

Strategic 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
2020 Q4	–	Sell	-54,659	Closed	-$4.13M	–	201
2020 Q3	$4.13M	Buy	54,659 +4,703	+9%	+$351K	1.39%	18
2020 Q2	$3.47M	Sell	49,956 -27,872	-36%	-$1.82M	1.31%	20
2020 Q1	$4.45M	Buy	77,828 +2,613	+3%	+$179K	2.04%	11
2019 Q4	$5.47M	Buy	75,215 +5,135	+7%	+$357K	2.26%	8
2019 Q3	$4.71M	Buy	70,080 +6,081	+10%	+$407K	2.26%	8
2019 Q2	$4.26M	Buy	63,999 +10,700	+20%	+$701K	2.33%	8
2019 Q1	$3.43M	Buy	53,299 +3,856	+8%	+$239K	2.35%	8
2018 Q4	$2.81M	Buy	+49,443	New	+$3.04M	2.52%	8

Other funds holding ITOT

Wells Fargo San Francisco, California $530B AUM 22.01% 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 $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 New York $1.66T AUM 25.57% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Strategic Investment Advisors's ITOT Position: Q4 2020 in Review

Strategic Investment Advisors sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q4 2020, closing a stake of 54,659 shares — an estimated $4.13M sold.

Strategic Investment Advisors first reported a position in ITOT in Q4 2018 and held it in 8 quarters. The position peaked at $5.47M in Q4 2019. 805 funds tracked by Wall St. Rank hold ITOT as of Q4 2020.

Strategic Investment Advisors reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q4 2020 after selling out during the quarter.
Strategic Investment Advisors sold 54,659 iShares Core S&P Total US Stock Market ETF shares in Q4 2020, an estimated $4.13M.
Strategic Investment Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2018 and held it in 8 quarters.
Strategic Investment Advisors's iShares Core S&P Total US Stock Market ETF position peaked at $5.47M in Q4 2019.
805 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q4 2020.

Based on Strategic Investment Advisors's 13F filing for Q4 2020, filed 13 Jan 2021.