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

BerganKDV Wealth Management’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	-522	Closed	-$44.3K	–	1091
2022 Q4	$44.3K	Buy	+522	New	+$44.6K	﹤0.01%	386
2022 Q1	–	Sell	-319	Closed	-$34K	–	1044
2021 Q4	$34K	Buy	319 +1	+0.3%	+$105	﹤0.01%	475
2021 Q3	$31K	Hold	318	–	–	﹤0.01%	463
2021 Q2	$31K	Buy	318 +186	+141%	+$17.9K	﹤0.01%	457
2021 Q1	$12K	Hold	132	–	–	﹤0.01%	560
2020 Q4	$11K	Sell	132 -9	-6%	-$729	﹤0.01%	557
2020 Q3	$11K	Buy	141 +5	+4%	+$373	﹤0.01%	497
2020 Q2	$9K	Buy	136 +131	+2,620%	+$8.56K	﹤0.01%	554
2020 Q1	$0	Sell	5 -4	-44%	-$274	﹤0.01%	966
2019 Q4	$1K	Sell	9 -105	-92%	-$7.31K	﹤0.01%	862
2019 Q3	$8K	Sell	114 -80	-41%	-$5.36K	﹤0.01%	521
2019 Q2	$13K	Sell	194 -38	-16%	-$2.49K	﹤0.01%	484
2019 Q1	$15K	Sell	232 -106	-31%	-$6.57K	﹤0.01%	469
2018 Q4	$19K	Buy	338 +1	+0.3%	+$61	﹤0.01%	404
2018 Q3	$22K	Buy	337 +336	+33,600%	+$22K	﹤0.01%	413
2018 Q2	$0	Buy	+1	New	+$62	﹤0.01%	648

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

BerganKDV Wealth Management's ITOT Position: Q1 2023 in Review

BerganKDV Wealth Management sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q1 2023, closing a stake of 522 shares — an estimated $44.3K sold.

BerganKDV Wealth Management first reported a position in ITOT in Q2 2018 and held it in 16 quarters. The position peaked at $44.3K in Q4 2022. 1,057 funds tracked by Wall St. Rank hold ITOT as of Q1 2023.

BerganKDV Wealth Management reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q1 2023 after selling out during the quarter.
BerganKDV Wealth Management sold 522 iShares Core S&P Total US Stock Market ETF shares in Q1 2023, an estimated $44.3K.
BerganKDV Wealth Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2018 and held it in 16 quarters.
BerganKDV Wealth Management's iShares Core S&P Total US Stock Market ETF position peaked at $44.3K in Q4 2022.
1,057 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2023.

Based on BerganKDV Wealth Management's 13F filing for Q1 2023, filed 27 Apr 2023.