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

HawsGoodwin Investment 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
2021 Q2	–	Sell	-607	Closed	-$56K	–	108
2021 Q1	$56K	Sell	607 -7	-1%	-$628	0.02%	89
2020 Q4	$53K	Hold	614	–	–	0.02%	86
2020 Q3	$46K	Sell	614 -7	-1%	-$522	0.02%	79
2020 Q2	$43K	Sell	621 -15,694	-96%	-$1.03M	0.02%	78
2020 Q1	$933K	Sell	16,315 -2,501	-13%	-$172K	0.47%	60
2019 Q4	$1.37M	Buy	+18,816	New	+$1.31M	0.71%	57

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

HawsGoodwin Investment Management's ITOT Position: Q2 2021 in Review

HawsGoodwin Investment Management sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q2 2021, closing a stake of 607 shares — an estimated $56K sold.

HawsGoodwin Investment Management first reported a position in ITOT in Q4 2019 and held it in 6 quarters. The position peaked at $1.37M in Q4 2019. 860 funds tracked by Wall St. Rank hold ITOT as of Q2 2021.

HawsGoodwin Investment Management reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q2 2021 after selling out during the quarter.
HawsGoodwin Investment Management sold 607 iShares Core S&P Total US Stock Market ETF shares in Q2 2021, an estimated $56K.
HawsGoodwin Investment Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2019 and held it in 6 quarters.
HawsGoodwin Investment Management's iShares Core S&P Total US Stock Market ETF position peaked at $1.37M 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 HawsGoodwin Investment Management's 13F filing for Q2 2021, filed 4 Aug 2021.