TD Ameritrade Investment Management’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

TD Ameritrade Investment 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
2023 Q3	–	Sell	-14,834,698	Closed	-$1.45B	–	237
2023 Q2	$1.45B	Sell	14,834,698 -871,561	-6%	-$80.6M	15.44%	2
2023 Q1	$1.42B	Sell	15,706,259 -978,650	-6%	-$86.9M	14.59%	2
2022 Q4	$1.41B	Sell	16,684,909 -1,489,217	-8%	-$127M	14.19%	2
2022 Q3	$1.45B	Sell	18,174,126 -893,809	-5%	-$79M	14.42%	2
2022 Q2	$1.6B	Buy	19,067,935 +694,838	+4%	+$63.3M	14.18%	2
2022 Q1	$1.85B	Sell	18,373,097 -687,290	-4%	-$68.5M	13.81%	2
2021 Q4	$2.04B	Sell	19,060,387 -1,177,500	-6%	-$123M	14.24%	2
2021 Q3	$1.53B	Buy	20,237,887 +1,288,759	+7%	+$130M	12.49%	2
2021 Q2	$1.87B	Sell	18,949,128 -475,529	-2%	-$45.7M	13.28%	2
2021 Q1	$1.67B	Hold	19,424,657	–	–	12.74%	2
2020 Q4	$1.67B	Sell	19,424,657 -813,230	-4%	-$65.9M	12.74%	2
2020 Q3	$1.53B	Buy	20,237,887 +101,922	+0.5%	+$7.61M	12.49%	2
2020 Q2	$1.4B	Sell	20,135,965 -723,000	-3%	-$47.3M	11.72%	2
2020 Q1	$1.19B	Sell	20,858,965 -87,428	-0.4%	-$6M	11.05%	3
2019 Q4	$1.52B	Buy	20,946,393 +216,825	+1%	+$15.1M	11.57%	2
2019 Q3	$1.39B	Buy	20,729,568 +18,395	+0.1%	+$1.23M	11.12%	2
2019 Q2	$1.38B	Sell	20,711,173 -518,072	-2%	-$33.9M	11.22%	2
2019 Q1	$1.37B	Sell	21,229,245 -299,953	-1%	-$18.6M	11.48%	2
2018 Q4	$1.22B	Sell	21,529,198 -1,420,943	-6%	-$87.3M	11.28%	2
2018 Q3	$1.53B	Sell	22,950,141 -424,579	-2%	-$27.8M	12.48%	2
2018 Q2	$1.46B	Buy	23,374,720 +1,288,981	+6%	+$80.1M	12.46%	2
2018 Q1	$1.34B	Buy	22,085,739 +1,122,052	+5%	+$70.1M	14.53%	2
2017 Q4	$1.28B	Buy	20,963,687 +1,533,994	+8%	+$91.4M	14.6%	2
2017 Q3	$1.12B	Buy	19,429,693 +2,093,061	+12%	+$118M	13.84%	2
2017 Q2	$961M	Buy	17,336,632 +14,582,451	+529%	+$800M	12.85%	2
2017 Q1	$149M	Buy	2,754,181 +2,199,524	+397%	+$117M	2.19%	14
2016 Q4	$28.4M	Buy	+554,657	New	+$27.8M	0.47%	31

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

TD Ameritrade Investment Management's ITOT Position: Q3 2023 in Review

TD Ameritrade Investment Management sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q3 2023, closing a stake of 14,834,698 shares — an estimated $1.45B sold.

TD Ameritrade Investment Management first reported a position in ITOT in Q4 2016 and held it in 27 quarters. The position peaked at $2.04B in Q4 2021. 1,073 funds tracked by Wall St. Rank hold ITOT as of Q3 2023.

TD Ameritrade Investment Management reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q3 2023 after selling out during the quarter.
TD Ameritrade Investment Management sold 14,834,698 iShares Core S&P Total US Stock Market ETF shares in Q3 2023, an estimated $1.45B.
TD Ameritrade Investment Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2016 and held it in 27 quarters.
TD Ameritrade Investment Management's iShares Core S&P Total US Stock Market ETF position peaked at $2.04B in Q4 2021.
1,073 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2023.

Based on TD Ameritrade Investment Management's 13F filing for Q3 2023.