Andrew C. Karlinski’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Andrew C. Karlinski’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 Q4	–	Sell	-180	Closed	-$14K	–	120
2022 Q3	$14K	Hold	180	–	–	0.02%	147
2022 Q2	$15K	Hold	180	–	–	0.02%	151
2022 Q1	$18K	Hold	180	–	–	0.03%	141
2021 Q4	$19K	Buy	+180	New	+$18.8K	0.03%	114

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Andrew C. Karlinski's ITOT Position: Q4 2022 in Review

Andrew C. Karlinski sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q4 2022, closing a stake of 180 shares — an estimated $14K sold.

Andrew C. Karlinski first reported a position in ITOT in Q4 2021 and held it in 4 quarters. The position peaked at $19K in Q4 2021. 1,064 funds tracked by Wall St. Rank hold ITOT as of Q4 2022.

Andrew C. Karlinski reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q4 2022 after selling out during the quarter.
Andrew C. Karlinski sold 180 iShares Core S&P Total US Stock Market ETF shares in Q4 2022, an estimated $14K.
Andrew C. Karlinski first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2021 and held it in 4 quarters.
Andrew C. Karlinski's iShares Core S&P Total US Stock Market ETF position peaked at $19K in Q4 2021.
1,064 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q4 2022.

Based on Andrew C. Karlinski's 13F filing for Q4 2022.