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

Broadview Financial 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
2021 Q3	–	Sell	-2,154	Closed	-$213K	–	47
2021 Q2	$213K	Buy	+2,154	New	+$207K	0.16%	46
2019 Q1	–	Sell	-4,278	Closed	-$243K	–	50
2018 Q4	$243K	Sell	4,278 -1,990	-32%	-$122K	0.22%	46
2018 Q3	$418K	Sell	6,268 -399	-6%	-$26.1K	0.38%	30
2018 Q2	$417K	Sell	6,667 -80	-1%	-$4.97K	0.41%	30
2018 Q1	$408K	Buy	6,747 +402	+6%	+$25.1K	0.4%	30
2017 Q4	$388K	Buy	+6,345	New	+$378K	0.38%	30

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

MFRM

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

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Broadview Financial Management's ITOT Position: Q3 2021 in Review

Broadview Financial Management sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q3 2021, closing a stake of 2,154 shares — an estimated $213K sold.

Broadview Financial Management first reported a position in ITOT in Q4 2017 and held it in 6 quarters. The position peaked at $418K in Q3 2018. 873 funds tracked by Wall St. Rank hold ITOT as of Q3 2021.

Broadview Financial Management reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q3 2021 after selling out during the quarter.
Broadview Financial Management sold 2,154 iShares Core S&P Total US Stock Market ETF shares in Q3 2021, an estimated $213K.
Broadview Financial Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2017 and held it in 6 quarters.
Broadview Financial Management's iShares Core S&P Total US Stock Market ETF position peaked at $418K in Q3 2018.
873 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2021.

Based on Broadview Financial Management's 13F filing for Q3 2021, filed 8 Nov 2021.