Graves Light Lenhart Wealth’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Graves Light Lenhart Wealth’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	–	Sell	-330	Closed	-$28K	–	359
2022 Q2	$28K	Hold	330	–	–	﹤0.01%	376
2022 Q1	$33K	Hold	330	–	–	﹤0.01%	403
2021 Q4	$35K	Hold	330	–	–	0.01%	454
2021 Q3	$32K	Hold	330	–	–	0.01%	426
2021 Q2	$33K	Hold	330	–	–	0.01%	430
2021 Q1	$30K	Hold	330	–	–	0.01%	444
2020 Q4	$28K	Buy	+330	New	+$26.7K	0.01%	433

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

Graves Light Lenhart Wealth's ITOT Position: Q3 2022 in Review

Graves Light Lenhart Wealth sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q3 2022, closing a stake of 330 shares — an estimated $28K sold.

Graves Light Lenhart Wealth first reported a position in ITOT in Q4 2020 and held it in 7 quarters. The position peaked at $35K in Q4 2021. 978 funds tracked by Wall St. Rank hold ITOT as of Q3 2022.

Graves Light Lenhart Wealth reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q3 2022 after selling out during the quarter.
Graves Light Lenhart Wealth sold 330 iShares Core S&P Total US Stock Market ETF shares in Q3 2022, an estimated $28K.
Graves Light Lenhart Wealth first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2020 and held it in 7 quarters.
Graves Light Lenhart Wealth's iShares Core S&P Total US Stock Market ETF position peaked at $35K in Q4 2021.
978 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2022.

Based on Graves Light Lenhart Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.