Independent Wealth Network’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Independent Wealth Network’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
2023 Q2	–	Sell	-2,212	Closed	-$200K	–	215
2023 Q1	$200K	Buy	+2,212	New	+$196K	0.13%	182
2022 Q3	–	Sell	-5,595	Closed	-$469K	–	183
2022 Q2	$469K	Buy	+5,595	New	+$510K	0.34%	73
2022 Q1	–	Sell	-16,036	Closed	-$1.72M	–	215
2021 Q4	$1.72M	Buy	16,036 +315	+2%	+$32.9K	1.06%	21
2021 Q3	$1.68M	Buy	+15,721	New	+$1.59M	1.1%	21

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

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

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

Cisco Systems San Jose, California $405M AUM 4.84% 1-Year Est. Return

Independent Wealth Network's ITOT Position: Q2 2023 in Review

Independent Wealth Network sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q2 2023, closing a stake of 2,212 shares — an estimated $200K sold.

Independent Wealth Network first reported a position in ITOT in Q3 2021 and held it in 4 quarters. The position peaked at $1.72M in Q4 2021. 1,074 funds tracked by Wall St. Rank hold ITOT as of Q2 2023.

Independent Wealth Network reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q2 2023 after selling out during the quarter.
Independent Wealth Network sold 2,212 iShares Core S&P Total US Stock Market ETF shares in Q2 2023, an estimated $200K.
Independent Wealth Network first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2021 and held it in 4 quarters.
Independent Wealth Network's iShares Core S&P Total US Stock Market ETF position peaked at $1.72M in Q4 2021.
1,074 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2023.

Based on Independent Wealth Network's 13F filing for Q2 2023, filed 12 Jul 2023.