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

Advisor Partners’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 Q2	$377K	Sell	4,505 -1,236	-22%	-$113K	0.03%	568
2022 Q1	$579K	Sell	5,741 -492	-8%	-$49.1K	0.04%	468
2021 Q4	$667K	Sell	6,233 -219	-3%	-$22.9K	0.04%	432
2021 Q3	$635K	Sell	6,452 -78	-1%	-$7.89K	0.04%	415
2021 Q2	$645K	Sell	6,530 -49	-0.7%	-$4.71K	0.04%	420
2021 Q1	$602K	Sell	6,579 -33	-0.5%	-$2.96K	0.04%	426
2020 Q4	$570K	Sell	6,612 -532	-7%	-$43.1K	0.04%	420
2020 Q3	$535K	Sell	7,144 -365	-5%	-$27.2K	0.05%	372
2020 Q2	$522K	Sell	7,509 -864	-10%	-$56.5K	0.05%	360
2020 Q1	$478K	Sell	8,373 -4,963	-37%	-$341K	0.06%	311
2019 Q4	$988K	Buy	+13,336	New	+$928K	0.1%	200

Other funds holding ITOT

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Advisor Partners's ITOT Position: Q2 2022 in Review

Advisor Partners reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 22% in Q2 2022, selling an estimated $113K and leaving 4,505 shares worth $377K. The position accounts for 0.03% of the portfolio, ranked #568.

Advisor Partners first reported a position in ITOT in Q4 2019 and has held it in 11 quarters since. The position peaked at $988K in Q4 2019. 993 funds tracked by Wall St. Rank hold ITOT as of Q2 2022.

Advisor Partners held 4,505 shares of iShares Core S&P Total US Stock Market ETF worth $377K as of Q2 2022.
Advisor Partners sold 1,236 iShares Core S&P Total US Stock Market ETF shares in Q2 2022, an estimated $113K.
iShares Core S&P Total US Stock Market ETF made up 0.03% of Advisor Partners's portfolio in Q2 2022, its #568 holding.
Advisor Partners first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2019 and has held it in 11 quarters since.
Advisor Partners's iShares Core S&P Total US Stock Market ETF position peaked at $988K in Q4 2019.
993 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2022.

Based on Advisor Partners's 13F filing for Q2 2022, filed 11 Aug 2022.