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

Cribstone Capital 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	$26.5K	Hold	313	–	–	0.02%	195
2022 Q3	$25K	Hold	313	–	–	0.02%	195
2022 Q2	$26K	Hold	313	–	–	0.02%	189
2022 Q1	$32K	Hold	313	–	–	0.02%	184
2021 Q4	$33K	Hold	313	–	–	0.02%	184
2021 Q3	$31K	Buy	313 +10	+3%	+$1.01K	0.02%	181
2021 Q2	$30K	Buy	303 +31	+11%	+$2.98K	0.02%	184
2021 Q1	$25K	Buy	+272	New	+$24.4K	0.02%	185
2019 Q4	–	Sell	-179	Closed	-$12K	–	451
2019 Q3	$12K	Buy	+179	New	+$12K	0.01%	403

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

Cribstone Capital Management's ITOT Position: Q4 2022 in Review

Cribstone Capital Management held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q4 2022 at 313 shares worth $26.5K. The position accounts for 0.02% of the portfolio, ranked #195.

Cribstone Capital Management first reported a position in ITOT in Q3 2019 and has held it in 9 quarters since. The position peaked at $33K in Q4 2021. 1,064 funds tracked by Wall St. Rank hold ITOT as of Q4 2022.

Cribstone Capital Management held 313 shares of iShares Core S&P Total US Stock Market ETF worth $26.5K as of Q4 2022.
Cribstone Capital Management left its iShares Core S&P Total US Stock Market ETF share count unchanged in Q4 2022.
iShares Core S&P Total US Stock Market ETF made up 0.02% of Cribstone Capital Management's portfolio in Q4 2022, its #195 holding.
Cribstone Capital Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2019 and has held it in 9 quarters since.
Cribstone Capital Management's iShares Core S&P Total US Stock Market ETF position peaked at $33K 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 Cribstone Capital Management's 13F filing for Q4 2022, filed 14 Feb 2023.