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

Investment Partners’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 Q4	–	Sell	-8,024	Closed	-$638K	–	186
2022 Q3	$638K	Buy	+8,024	New	+$709K	0.19%	112
2020 Q1	–	Sell	-43,509	Closed	-$3.16M	–	135
2019 Q4	$3.16M	Buy	43,509 +3,276	+8%	+$228K	2.13%	11
2019 Q3	$2.7M	Buy	40,233 +5,329	+15%	+$357K	1.97%	11
2019 Q2	$2.33M	Buy	34,904 +4,357	+14%	+$285K	1.67%	13
2019 Q1	$1.97M	Buy	30,547 +4,460	+17%	+$277K	1.42%	20
2018 Q4	$1.48M	Buy	+26,087	New	+$1.6M	1.25%	23

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

Investment Partners's ITOT Position: Q4 2022 in Review

Investment Partners sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q4 2022, closing a stake of 8,024 shares — an estimated $638K sold.

Investment Partners first reported a position in ITOT in Q4 2018 and held it in 6 quarters. The position peaked at $3.16M in Q4 2019. 1,065 funds tracked by Wall St. Rank hold ITOT as of Q4 2022.

Investment Partners reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q4 2022 after selling out during the quarter.
Investment Partners sold 8,024 iShares Core S&P Total US Stock Market ETF shares in Q4 2022, an estimated $638K.
Investment Partners first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2018 and held it in 6 quarters.
Investment Partners's iShares Core S&P Total US Stock Market ETF position peaked at $3.16M in Q4 2019.
1,065 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q4 2022.

Based on Investment Partners's 13F filing for Q4 2022, filed 18 Jan 2023.