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

Arlington 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	-2,010	Closed	-$170K	–	582
2022 Q4	$170K	Hold	2,010	–	–	0.03%	104
2022 Q3	$160K	Hold	2,010	–	–	0.06%	97
2022 Q2	$168K	Sell	2,010 -65,154	-97%	-$5.94M	0.06%	112
2022 Q1	$6.78M	Sell	67,164 -7,599	-10%	-$758K	1.92%	11
2021 Q4	$8M	Hold	74,763	–	–	2.15%	10
2021 Q3	$7.36M	Buy	+74,763	New	+$7.56M	2.12%	11
2020 Q2	–	Sell	-10,561	Closed	-$604K	–	234
2020 Q1	$604K	Hold	10,561	–	–	0.31%	44
2019 Q4	$768K	Hold	10,561	–	–	0.47%	20
2019 Q3	$708K	Hold	10,561	–	–	0.45%	20
2019 Q2	$704K	Sell	10,561 -2,279	-18%	-$149K	0.32%	46
2019 Q1	$827K	Buy	+12,840	New	+$796K	0.59%	18

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

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 $5.56B AUM 17.89% 1-Year Est. Return

Arlington Partners's ITOT Position: Q1 2023 in Review

Arlington Partners sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q1 2023, closing a stake of 2,010 shares — an estimated $170K sold.

Arlington Partners first reported a position in ITOT in Q1 2019 and held it in 11 quarters. The position peaked at $8M in Q4 2021. 1,054 funds tracked by Wall St. Rank hold ITOT as of Q1 2023.

Arlington Partners reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q1 2023 after selling out during the quarter.
Arlington Partners sold 2,010 iShares Core S&P Total US Stock Market ETF shares in Q1 2023, an estimated $170K.
Arlington Partners first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2019 and held it in 11 quarters.
Arlington Partners's iShares Core S&P Total US Stock Market ETF position peaked at $8M in Q4 2021.
1,054 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2023.

Based on Arlington Partners's 13F filing for Q1 2023, filed 26 Apr 2023.