Financial Architects (New Jersey)’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Financial Architects (New Jersey)’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	-1,992	Closed	-$213K	–	350
2021 Q4	$213K	Sell	1,992 -272	-12%	-$28.4K	0.03%	323
2021 Q3	$223K	Sell	2,264 -490	-18%	-$49.5K	0.03%	303
2021 Q2	$272K	Buy	2,754 +151	+6%	+$14.5K	0.04%	286
2021 Q1	$238K	Hold	2,603	–	–	0.04%	292
2020 Q4	$224K	Sell	2,603 -496	-16%	-$40.2K	0.04%	273
2020 Q3	$234K	Hold	3,099	–	–	0.05%	238
2020 Q2	$215K	Buy	3,099 +1,833	+145%	+$120K	0.05%	233
2020 Q1	$72K	Buy	1,266 +411	+48%	+$28.2K	0.02%	342
2019 Q4	$62K	Hold	855	–	–	0.01%	395
2019 Q3	$57K	Hold	855	–	–	0.01%	415
2019 Q2	$57K	Hold	855	–	–	0.01%	486
2019 Q1	$55K	Sell	855 -926	-52%	-$57.4K	0.01%	580
2018 Q4	$102K	Buy	1,781 +926	+108%	+$56.9K	0.02%	401
2018 Q3	$57K	Hold	855	–	–	0.01%	594
2018 Q2	$53K	Buy	855 +483	+130%	+$30K	0.01%	550
2018 Q1	$22K	Hold	372	–	–	﹤0.01%	863
2017 Q4	$23K	Hold	372	–	–	﹤0.01%	934
2017 Q3	$21K	Hold	372	–	–	﹤0.01%	946
2017 Q2	$21K	Hold	372	–	–	﹤0.01%	940
2017 Q1	$20K	Sell	372 -711	-66%	-$37.9K	﹤0.01%	937
2016 Q4	$56K	Buy	+1,083	New	+$54.2K	0.01%	542

Other funds holding ITOT

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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 $1.55T AUM 33.47% 1-Year Est. Return

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Financial Architects (New Jersey)'s ITOT Position: Q1 2022 in Review

Financial Architects (New Jersey) sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q1 2022, closing a stake of 1,992 shares — an estimated $213K sold.

Financial Architects (New Jersey) first reported a position in ITOT in Q4 2016 and held it in 21 quarters. The position peaked at $272K in Q2 2021. 1,002 funds tracked by Wall St. Rank hold ITOT as of Q1 2022.

Financial Architects (New Jersey) reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q1 2022 after selling out during the quarter.
Financial Architects (New Jersey) sold 1,992 iShares Core S&P Total US Stock Market ETF shares in Q1 2022, an estimated $213K.
Financial Architects (New Jersey) first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2016 and held it in 21 quarters.
Financial Architects (New Jersey)'s iShares Core S&P Total US Stock Market ETF position peaked at $272K in Q2 2021.
1,002 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2022.

Based on Financial Architects (New Jersey)'s 13F filing for Q1 2022, filed 5 May 2022.