FourThought Financial’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

FourThought Financial’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 Q3	$1.05M	Hold	13,237	–	–	0.16%	109
2022 Q2	$1.11M	Hold	13,237	–	–	0.16%	110
2022 Q1	$1.34M	Hold	13,237	–	–	0.17%	106
2021 Q4	$1.42M	Hold	13,237	–	–	0.18%	104
2021 Q3	$1.3M	Sell	13,237 -1,286	-9%	-$130K	0.17%	110
2021 Q2	$1.43M	Hold	14,523	–	–	0.19%	100
2021 Q1	$1.33M	Sell	14,523 -772	-5%	-$69.2K	0.19%	101
2020 Q4	$1.32M	Buy	+15,295	New	+$1.24M	0.21%	93

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

FourThought Financial's ITOT Position: Q3 2022 in Review

FourThought Financial held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q3 2022 at 13,237 shares worth $1.05M. The position accounts for 0.16% of the portfolio, ranked #109.

FourThought Financial first reported a position in ITOT in Q4 2020 and has held it in 8 quarters since. The position peaked at $1.43M in Q2 2021. 979 funds tracked by Wall St. Rank hold ITOT as of Q3 2022.

FourThought Financial held 13,237 shares of iShares Core S&P Total US Stock Market ETF worth $1.05M as of Q3 2022.
FourThought Financial left its iShares Core S&P Total US Stock Market ETF share count unchanged in Q3 2022.
iShares Core S&P Total US Stock Market ETF made up 0.16% of FourThought Financial's portfolio in Q3 2022, its #109 holding.
FourThought Financial first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2020 and has held it in 8 quarters since.
FourThought Financial's iShares Core S&P Total US Stock Market ETF position peaked at $1.43M in Q2 2021.
979 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.