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

Trail Ridge 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
Q3 		– Sell
-6,573
Closed -$551K – 137
2022
Q2 		$551K Buy
+6,573
New +$599K 0.37% 79

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BlackRock
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TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
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
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Trail Ridge Investment Advisors's ITOT Position: Q3 2022 in Review

Trail Ridge Investment Advisors sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q3 2022, closing a stake of 6,573 shares — an estimated $551K sold.

Trail Ridge Investment Advisors first reported a position in ITOT in Q2 2022 and held it in 1 quarter. The position peaked at $551K in Q2 2022. 978 funds tracked by Wall St. Rank hold ITOT as of Q3 2022.

  • Trail Ridge Investment Advisors reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q3 2022 after selling out during the quarter.
  • Trail Ridge Investment Advisors sold 6,573 iShares Core S&P Total US Stock Market ETF shares in Q3 2022, an estimated $551K.
  • Trail Ridge Investment Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2022 and held it in 1 quarter.
  • Trail Ridge Investment Advisors's iShares Core S&P Total US Stock Market ETF position peaked at $551K in Q2 2022.
  • 978 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2022.

Based on Trail Ridge Investment Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.