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

Clarus 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
2022 Q1	–	Sell	-11,815	Closed	-$1.25M	–	120
2021 Q4	$1.25M	Sell	11,815 -10,864	-48%	-$1.14M	0.72%	32
2021 Q3	$2.25M	Buy	22,679 +1,426	+7%	+$144K	1.38%	18
2021 Q2	$2.13M	Buy	+21,253	New	+$2.04M	1.34%	22
2019 Q3	–	Sell	-188	Closed	-$13K	–	352
2019 Q2	$13K	Buy	+188	New	+$12.3K	0.01%	413

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

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

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

MFRM

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Clarus Wealth Advisors's ITOT Position: Q1 2022 in Review

Clarus Wealth Advisors sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q1 2022, closing a stake of 11,815 shares — an estimated $1.25M sold.

Clarus Wealth Advisors first reported a position in ITOT in Q2 2019 and held it in 4 quarters. The position peaked at $2.25M in Q3 2021. 1,001 funds tracked by Wall St. Rank hold ITOT as of Q1 2022.

Clarus Wealth Advisors reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q1 2022 after selling out during the quarter.
Clarus Wealth Advisors sold 11,815 iShares Core S&P Total US Stock Market ETF shares in Q1 2022, an estimated $1.25M.
Clarus Wealth Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2019 and held it in 4 quarters.
Clarus Wealth Advisors's iShares Core S&P Total US Stock Market ETF position peaked at $2.25M in Q3 2021.
1,001 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2022.

Based on Clarus Wealth Advisors's 13F filing for Q1 2022, filed 12 Apr 2022.