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

Insight Wealth Strategies’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	–	Sell	-7,106	Closed	-$699K	–	174
2021 Q3	$699K	Sell	7,106 -745	-9%	-$75.3K	0.1%	130
2021 Q2	$775K	Sell	7,851 -1,305	-14%	-$126K	0.11%	119
2021 Q1	$839K	Sell	9,156 -4,335	-32%	-$389K	0.11%	117
2020 Q4	$1.16M	Sell	13,491 -150	-1%	-$12.1K	0.2%	66
2020 Q3	$1.03M	Buy	13,641 +58	+0.4%	+$4.33K	0.19%	58
2020 Q2	$943K	Sell	13,583 -267	-2%	-$17.5K	0.21%	51
2020 Q1	$792K	Buy	13,850 +2,349	+20%	+$161K	0.21%	44
2019 Q4	$836K	Buy	11,501 +3,904	+51%	+$272K	0.18%	90
2019 Q3	$510K	Buy	7,597 +2,501	+49%	+$168K	0.12%	112
2019 Q2	$340K	Buy	+5,096	New	+$334K	0.08%	133

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

Insight Wealth Strategies's ITOT Position: Q4 2021 in Review

Insight Wealth Strategies sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q4 2021, closing a stake of 7,106 shares — an estimated $699K sold.

Insight Wealth Strategies first reported a position in ITOT in Q2 2019 and held it in 10 quarters. The position peaked at $1.16M in Q4 2020. 994 funds tracked by Wall St. Rank hold ITOT as of Q4 2021.

Insight Wealth Strategies reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q4 2021 after selling out during the quarter.
Insight Wealth Strategies sold 7,106 iShares Core S&P Total US Stock Market ETF shares in Q4 2021, an estimated $699K.
Insight Wealth Strategies first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2019 and held it in 10 quarters.
Insight Wealth Strategies's iShares Core S&P Total US Stock Market ETF position peaked at $1.16M in Q4 2020.
994 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q4 2021.

Based on Insight Wealth Strategies's 13F filing for Q4 2021, filed 31 Jan 2022.