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

TRUADVICE’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 		$268K Sell
2,784
-9,461
-77% -$930K 0.11% 185
2023
Q2 		$1.21M Buy
12,245
+2,274
+23% +$210K 0.44% 66
2023
Q1 		$912K Buy
9,971
+5,488
+122% +$487K 0.36% 75
2022
Q4 		$397K Buy
+4,483
New +$383K 0.21% 99

Other funds holding ITOT

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Wealthfront Advisers
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

TRUADVICE's ITOT Position: Q3 2023 in Review

TRUADVICE reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 77% in Q3 2023, selling an estimated $930K and leaving 2,784 shares worth $268K. The position accounts for 0.11% of the portfolio, ranked #185.

TRUADVICE first reported a position in ITOT in Q4 2022 and has held it in 4 quarters since. The position peaked at $1.21M in Q2 2023. 1,072 funds tracked by Wall St. Rank hold ITOT as of Q3 2023.

  • TRUADVICE held 2,784 shares of iShares Core S&P Total US Stock Market ETF worth $268K as of Q3 2023.
  • TRUADVICE sold 9,461 iShares Core S&P Total US Stock Market ETF shares in Q3 2023, an estimated $930K.
  • iShares Core S&P Total US Stock Market ETF made up 0.11% of TRUADVICE's portfolio in Q3 2023, its #185 holding.
  • TRUADVICE first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2022 and has held it in 4 quarters since.
  • TRUADVICE's iShares Core S&P Total US Stock Market ETF position peaked at $1.21M in Q2 2023.
  • 1,072 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2023.

Based on TRUADVICE's 13F filing for Q3 2023, filed 13 Nov 2023.