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

Atlas Private 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	-138	Closed	-$14K	–	422
2021 Q3	$14K	Hold	138	–	–	0.01%	416
2021 Q2	$14K	Buy	138 +18	+15%	+$1.73K	0.01%	417
2021 Q1	$11K	Hold	120	–	–	0.01%	478
2020 Q4	$10K	Hold	120	–	–	0.01%	424
2020 Q3	$9K	Hold	120	–	–	0.01%	403
2020 Q2	$8K	Buy	+120	New	+$7.84K	0.01%	440

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

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 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

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

Atlas Private Wealth Advisors's ITOT Position: Q4 2021 in Review

Atlas Private Wealth Advisors sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q4 2021, closing a stake of 138 shares — an estimated $14K sold.

Atlas Private Wealth Advisors first reported a position in ITOT in Q2 2020 and held it in 6 quarters. The position peaked at $14K in Q3 2021. 994 funds tracked by Wall St. Rank hold ITOT as of Q4 2021.

Atlas Private 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.
Atlas Private Wealth Advisors sold 138 iShares Core S&P Total US Stock Market ETF shares in Q4 2021, an estimated $14K.
Atlas Private Wealth Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2020 and held it in 6 quarters.
Atlas Private Wealth Advisors's iShares Core S&P Total US Stock Market ETF position peaked at $14K in Q3 2021.
994 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q4 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2021, filed 21 Apr 2022.