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

Arcus Capital 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
2023 Q1	–	Sell	-3	Closed	-$254	–	223
2022 Q4	$254	Buy	+3	New	+$256	﹤0.01%	361
2019 Q4	–	Sell	-5,011	Closed	-$336K	–	104
2019 Q3	$336K	Hold	5,011	–	–	0.13%	68
2019 Q2	$334K	Buy	5,011 +27	+0.5%	+$1.77K	0.12%	72
2019 Q1	$321K	Buy	4,984 +23	+0.5%	+$1.43K	0.12%	72
2018 Q4	$282K	Buy	4,961 +57	+1%	+$3.5K	0.17%	73
2018 Q3	$327K	Buy	4,904 +20	+0.4%	+$1.31K	0.15%	76
2018 Q2	$305K	Hold	4,884	–	–	0.15%	76
2018 Q1	$295K	Sell	4,884 -1,979	-29%	-$124K	0.17%	78
2017 Q4	$420K	Buy	6,863 +65	+1%	+$3.87K	0.24%	67
2017 Q3	$392K	Buy	6,798 +29	+0.4%	+$1.64K	0.2%	81
2017 Q2	$375K	Sell	6,769 -2,100	-24%	-$115K	0.24%	69
2017 Q1	$479K	Buy	8,869 +36	+0.4%	+$1.92K	0.3%	63
2016 Q4	$453K	Buy	8,833 +86	+1%	+$4.3K	0.31%	60
2016 Q3	$433K	Sell	8,747 -4,001	-31%	-$197K	0.32%	39
2016 Q2	$607K	Buy	12,748 +66	+0.5%	+$3.11K	0.58%	29
2016 Q1	$592K	Buy	12,682 +138	+1%	+$6.09K	0.42%	30
2015 Q4	$582K	Buy	+12,544	New	+$588K	0.42%	32

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

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

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

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

Cisco Systems San Jose, California $405M AUM 4.84% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return

Arcus Capital Partners's ITOT Position: Q1 2023 in Review

Arcus Capital Partners sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q1 2023, closing a stake of 3 shares — an estimated $254 sold.

Arcus Capital Partners first reported a position in ITOT in Q4 2015 and held it in 17 quarters. The position peaked at $607K in Q2 2016. 1,056 funds tracked by Wall St. Rank hold ITOT as of Q1 2023.

Arcus Capital Partners reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q1 2023 after selling out during the quarter.
Arcus Capital Partners sold 3 iShares Core S&P Total US Stock Market ETF shares in Q1 2023, an estimated $254.
Arcus Capital Partners first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2015 and held it in 17 quarters.
Arcus Capital Partners's iShares Core S&P Total US Stock Market ETF position peaked at $607K in Q2 2016.
1,056 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2023.

Based on Arcus Capital Partners's 13F filing for Q1 2023, filed 9 May 2023.