TIAA FSB’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

TIAA FSB’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 Q2	$1.98M	Buy	20,240 +383	+2%	+$35.4K	0.01%	256
2023 Q1	$1.8M	Sell	19,857 -1,148	-5%	-$102K	0.01%	253
2022 Q4	$1.78M	Sell	21,005 -4,185	-17%	-$357K	0.01%	250
2022 Q3	$2M	Buy	25,190 +1,562	+7%	+$138K	0.01%	236
2022 Q2	$1.98M	Sell	23,628 -104	-0.4%	-$9.47K	0.01%	242
2022 Q1	$2.4M	Sell	23,732 -42	-0.2%	-$4.19K	0.01%	241
2021 Q4	$2.54M	Buy	23,774 +477	+2%	+$49.9K	0.01%	234
2021 Q3	$2.29M	Buy	23,297 +131	+0.6%	+$13.2K	0.01%	241
2021 Q2	$2.29M	Sell	23,166 -62	-0.3%	-$5.96K	0.01%	248
2021 Q1	$2.13M	Sell	23,228 -214	-0.9%	-$19.2K	0.01%	242
2020 Q4	$2.02M	Buy	23,442 +933	+4%	+$75.6K	0.01%	244
2020 Q3	$1.7M	Buy	22,509 +129	+0.6%	+$9.63K	0.01%	227
2020 Q2	$1.55M	Sell	22,380 -671	-3%	-$43.9K	0.01%	230
2020 Q1	$1.32M	Sell	23,051 -1,304	-5%	-$89.5K	0.01%	221
2019 Q4	$1.77M	Sell	24,355 -6,840	-22%	-$476K	0.01%	235
2019 Q3	$2.09M	Buy	31,195 +8,251	+36%	+$553K	0.01%	219
2019 Q2	$1.53M	Buy	22,944 +69	+0.3%	+$4.52K	0.01%	223
2019 Q1	$1.47M	Buy	22,875 +3,462	+18%	+$215K	0.01%	235
2018 Q4	$1.1M	Sell	19,413 -4,885	-20%	-$300K	0.01%	248
2018 Q3	$1.62M	Sell	24,298 -145	-0.6%	-$9.5K	0.01%	248
2018 Q2	$1.53M	Sell	24,443 -3,451	-12%	-$214K	0.01%	242
2018 Q1	$1.69M	Sell	27,894 -3,970	-12%	-$248K	0.01%	236
2017 Q4	$1.95M	Buy	31,864 +7,033	+28%	+$419K	0.01%	248
2017 Q3	$1.43M	Buy	24,831 +5,149	+26%	+$290K	0.01%	273
2017 Q2	$1.09M	Buy	+19,682	New	+$1.08M	0.01%	293

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

SWM

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

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

Cisco Systems San Jose, California $405M AUM 4.84% 1-Year Est. Return

TIAA FSB's ITOT Position: Q2 2023 in Review

TIAA FSB increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 1.9% in Q2 2023, buying an estimated $35.4K and bringing the position to 20,240 shares worth $1.98M. The position accounts for 0.01% of the portfolio, ranked #256.

TIAA FSB first reported a position in ITOT in Q2 2017 and has held it in 25 quarters since. The position peaked at $2.54M in Q4 2021. 1,074 funds tracked by Wall St. Rank hold ITOT as of Q2 2023.

TIAA FSB held 20,240 shares of iShares Core S&P Total US Stock Market ETF worth $1.98M as of Q2 2023.
TIAA FSB bought 383 iShares Core S&P Total US Stock Market ETF shares in Q2 2023, an estimated $35.4K.
iShares Core S&P Total US Stock Market ETF made up 0.01% of TIAA FSB's portfolio in Q2 2023, its #256 holding.
TIAA FSB first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2017 and has held it in 25 quarters since.
TIAA FSB's iShares Core S&P Total US Stock Market ETF position peaked at $2.54M in Q4 2021.
1,074 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2023.

Based on TIAA FSB's 13F filing for Q2 2023, filed 31 Jul 2023.