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Artemis Wealth Advisors’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Artemis Wealth Advisors’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
2021
Q4 		– Sell
-301
Closed -$29.6K – 82
2021
Q3 		$29.6K Sell
301
-91
-23% -$9.2K ﹤0.01% 66
2021
Q2 		$43.5K Buy
392
+92
+31% +$8.85K 0.01% 49
2021
Q1 		$27.4K Hold
300
– – ﹤0.01% 52
2020
Q4 		$25.8K Buy
300
+2
+0.7% +$162 ﹤0.01% 49
2020
Q3 		$22.5K Buy
+298
New +$22.2K 0.01% 53

Other funds holding ITOT

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
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
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Artemis Wealth Advisors's ITOT Position: Q4 2021 in Review

Artemis Wealth Advisors sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q4 2021, closing a stake of 301 shares — an estimated $29.6K sold.

Artemis Wealth Advisors first reported a position in ITOT in Q3 2020 and held it in 5 quarters. The position peaked at $43.5K in Q2 2021. 994 funds tracked by Wall St. Rank hold ITOT as of Q4 2021.

  • Artemis Wealth Advisors reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q4 2021 after selling out during the quarter.
  • Artemis Wealth Advisors sold 301 iShares Core S&P Total US Stock Market ETF shares in Q4 2021, an estimated $29.6K.
  • Artemis Wealth Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2020 and held it in 5 quarters.
  • Artemis Wealth Advisors's iShares Core S&P Total US Stock Market ETF position peaked at $43.5K in Q2 2021.
  • 994 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q4 2021.

Based on Artemis Wealth Advisors's 13F filing for Q4 2021, filed 17 Feb 2023.