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

Wipfli Financial 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	$11K	Buy	+140	New	+$12.4K	﹤0.01%	1806

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

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 Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Wipfli Financial Advisors's ITOT Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in iShares Core S&P Total US Stock Market ETF (ITOT) in Q3 2022: 140 shares worth $11K. The stake represents ﹤0.01% of the portfolio and ranks #1806 among its holdings.

978 funds tracked by Wall St. Rank hold ITOT as of Q3 2022.

Wipfli Financial Advisors held 140 shares of iShares Core S&P Total US Stock Market ETF worth $11K as of Q3 2022.
iShares Core S&P Total US Stock Market ETF was a new Wipfli Financial Advisors position in Q3 2022.
iShares Core S&P Total US Stock Market ETF made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1806 holding.
978 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.