AMJ Financial Wealth Management’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

AMJ Financial Wealth Management’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 Q1	–	Sell	-3,216	Closed	-$344K	–	92
2021 Q4	$344K	Sell	3,216 -6,827	-68%	-$714K	0.12%	69
2021 Q3	$988K	Buy	10,043 +882	+10%	+$89.2K	0.41%	46
2021 Q2	$905K	Buy	9,161 +1,618	+21%	+$156K	0.39%	50
2021 Q1	$691K	Buy	+7,543	New	+$677K	0.33%	53

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

AMJ Financial Wealth Management's ITOT Position: Q1 2022 in Review

AMJ Financial Wealth Management sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q1 2022, closing a stake of 3,216 shares — an estimated $344K sold.

AMJ Financial Wealth Management first reported a position in ITOT in Q1 2021 and held it in 4 quarters. The position peaked at $988K in Q3 2021. 1,001 funds tracked by Wall St. Rank hold ITOT as of Q1 2022.

AMJ Financial Wealth Management reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q1 2022 after selling out during the quarter.
AMJ Financial Wealth Management sold 3,216 iShares Core S&P Total US Stock Market ETF shares in Q1 2022, an estimated $344K.
AMJ Financial Wealth Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2021 and held it in 4 quarters.
AMJ Financial Wealth Management's iShares Core S&P Total US Stock Market ETF position peaked at $988K in Q3 2021.
1,001 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2022.

Based on AMJ Financial Wealth Management's 13F filing for Q1 2022, filed 11 May 2022.