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

Clearview 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	-650	Closed	-$70K	–	655
2021 Q4	$70K	Hold	650	–	–	0.04%	199
2021 Q3	$64K	Sell	650 -60	-8%	-$6.07K	0.04%	214
2021 Q2	$70K	Sell	710 -61	-8%	-$5.87K	0.04%	210
2021 Q1	$71K	Hold	771	–	–	0.05%	199
2020 Q4	$67K	Buy	+771	New	+$62.4K	0.05%	173

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

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

Clearview Wealth Advisors sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q1 2022, closing a stake of 650 shares — an estimated $70K sold.

Clearview Wealth Advisors first reported a position in ITOT in Q4 2020 and held it in 5 quarters. The position peaked at $71K in Q1 2021. 1,001 funds tracked by Wall St. Rank hold ITOT as of Q1 2022.

Clearview 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.
Clearview Wealth Advisors sold 650 iShares Core S&P Total US Stock Market ETF shares in Q1 2022, an estimated $70K.
Clearview Wealth Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2020 and held it in 5 quarters.
Clearview Wealth Advisors's iShares Core S&P Total US Stock Market ETF position peaked at $71K in Q1 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 Clearview Wealth Advisors's 13F filing for Q1 2022, filed 29 Apr 2022.