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

Bragg Financial 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
2022 Q2	–	Sell	-4,826	Closed	-$487K	–	307
2022 Q1	$487K	Buy	+4,826	New	+$481K	0.03%	238
2021 Q3	–	Sell	-2,146	Closed	-$212K	–	296
2021 Q2	$212K	Buy	+2,146	New	+$206K	0.01%	295

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bragg Financial Advisors's ITOT Position: Q2 2022 in Review

Bragg Financial Advisors sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q2 2022, closing a stake of 4,826 shares — an estimated $487K sold.

Bragg Financial Advisors first reported a position in ITOT in Q2 2021 and held it in 2 quarters. The position peaked at $487K in Q1 2022. 992 funds tracked by Wall St. Rank hold ITOT as of Q2 2022.

Bragg Financial Advisors reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q2 2022 after selling out during the quarter.
Bragg Financial Advisors sold 4,826 iShares Core S&P Total US Stock Market ETF shares in Q2 2022, an estimated $487K.
Bragg Financial Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2021 and held it in 2 quarters.
Bragg Financial Advisors's iShares Core S&P Total US Stock Market ETF position peaked at $487K in Q1 2022.
992 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2022.

Based on Bragg Financial Advisors's 13F filing for Q2 2022, filed 15 Aug 2022.