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

Campbell 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
2022 Q4	–	Sell	-3,605	Closed	-$287K	–	79
2022 Q3	$287K	Buy	3,605 +706	+24%	+$62.4K	0.04%	49
2022 Q2	$243K	Sell	2,899 -706	-20%	-$64.3K	0.03%	50
2022 Q1	$364K	Hold	3,605	–	–	0.04%	42
2021 Q4	$386K	Hold	3,605	–	–	0.04%	42
2021 Q3	$355K	Hold	3,605	–	–	0.05%	39
2021 Q2	$356K	Sell	3,605 -151	-4%	-$14.5K	0.05%	38
2021 Q1	$344K	Buy	+3,756	New	+$337K	0.05%	36
2020 Q3	–	Sell	-853	Closed	-$59K	–	205
2020 Q2	$59K	Buy	+853	New	+$55.8K	0.01%	138

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

Campbell Wealth Management's ITOT Position: Q4 2022 in Review

Campbell Wealth Management sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q4 2022, closing a stake of 3,605 shares — an estimated $287K sold.

Campbell Wealth Management first reported a position in ITOT in Q2 2020 and held it in 8 quarters. The position peaked at $386K in Q4 2021. 1,064 funds tracked by Wall St. Rank hold ITOT as of Q4 2022.

Campbell Wealth Management reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q4 2022 after selling out during the quarter.
Campbell Wealth Management sold 3,605 iShares Core S&P Total US Stock Market ETF shares in Q4 2022, an estimated $287K.
Campbell Wealth Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2020 and held it in 8 quarters.
Campbell Wealth Management's iShares Core S&P Total US Stock Market ETF position peaked at $386K in Q4 2021.
1,064 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q4 2022.

Based on Campbell Wealth Management's 13F filing for Q4 2022, filed 10 Jan 2023.