Hayden Royal’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Hayden Royal’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 Q4	$210K	Buy	+1,962	New	+$205K	0.49%	71
2021 Q3	–	Sell	-8,397	Closed	-$829K	–	140
2021 Q2	$829K	Sell	8,397 -13,523	-62%	-$1.3M	0.46%	61
2021 Q1	$2.01M	Sell	21,920 -595	-3%	-$53.4K	1.15%	21
2020 Q4	$1.94M	Sell	22,515 -5,119	-19%	-$415K	1.06%	17
2020 Q3	$2.09M	Sell	27,634 -708	-2%	-$52.8K	1.11%	23
2020 Q2	$1.97M	Buy	28,342 +14,094	+99%	+$921K	1.11%	18
2020 Q1	$815K	Sell	14,248 -10,105	-41%	-$693K	0.48%	53
2019 Q4	$1.85M	Sell	24,353 -15,464	-39%	-$1.08M	0.94%	26
2019 Q3	$2.67M	Sell	39,817 -6,914	-15%	-$463K	2.35%	3
2019 Q2	$3.17M	Buy	46,731 +9,663	+26%	+$633K	3.38%	3
2019 Q1	$2.39M	Buy	37,068 +12,021	+48%	+$746K	3.11%	4
2018 Q4	$1.42M	Buy	+25,047	New	+$1.54M	0.73%	37

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

Hayden Royal's ITOT Position: Q4 2021 in Review

Hayden Royal opened a new position in iShares Core S&P Total US Stock Market ETF (ITOT) in Q4 2021: 1,962 shares worth $210K. The stake represents 0.49% of the portfolio and ranks #71 among its holdings. This is a return to the name: Hayden Royal previously reported a position in ITOT as recently as Q2 2021.

Hayden Royal first reported a position in ITOT in Q4 2018 and has held it in 12 quarters since. The position peaked at $3.17M in Q2 2019. 994 funds tracked by Wall St. Rank hold ITOT as of Q4 2021.

Hayden Royal held 1,962 shares of iShares Core S&P Total US Stock Market ETF worth $210K as of Q4 2021.
iShares Core S&P Total US Stock Market ETF was a new Hayden Royal position in Q4 2021.
iShares Core S&P Total US Stock Market ETF made up 0.49% of Hayden Royal's portfolio in Q4 2021, its #71 holding.
Hayden Royal first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2018 and has held it in 12 quarters since.
Hayden Royal's iShares Core S&P Total US Stock Market ETF position peaked at $3.17M in Q2 2019.
994 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q4 2021.

Based on Hayden Royal's 13F filing for Q4 2021, filed 7 Feb 2022.