Fiduciary Planning’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Fiduciary Planning’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 Q2	–	Sell	-1,175	Closed	-$108K	–	162
2021 Q1	$108K	Sell	1,175 -66	-5%	-$5.92K	0.16%	52
2020 Q4	$107K	Buy	1,241 +4	+0.3%	+$324	0.15%	61
2020 Q3	$93K	Buy	+1,237	New	+$92.3K	0.15%	57
2020 Q2	–	Sell	-6,478	Closed	-$371K	–	39
2020 Q1	$371K	Sell	6,478 -937	-13%	-$64.3K	0.7%	27
2019 Q4	$547K	Buy	+7,415	New	+$516K	0.51%	32

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

MFRM

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

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fiduciary Planning's ITOT Position: Q2 2021 in Review

Fiduciary Planning sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q2 2021, closing a stake of 1,175 shares — an estimated $108K sold.

Fiduciary Planning first reported a position in ITOT in Q4 2019 and held it in 5 quarters. The position peaked at $547K in Q4 2019. 860 funds tracked by Wall St. Rank hold ITOT as of Q2 2021.

Fiduciary Planning reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q2 2021 after selling out during the quarter.
Fiduciary Planning sold 1,175 iShares Core S&P Total US Stock Market ETF shares in Q2 2021, an estimated $108K.
Fiduciary Planning first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2019 and held it in 5 quarters.
Fiduciary Planning's iShares Core S&P Total US Stock Market ETF position peaked at $547K in Q4 2019.
860 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2021.

Based on Fiduciary Planning's 13F filing for Q2 2021, filed 6 Aug 2021.