Investors Financial Group’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Investors Financial Group’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 Q1	–	Sell	-6,911	Closed	-$739K	–	89
2021 Q4	$739K	Buy	6,911 +1,814	+36%	+$190K	0.34%	78
2021 Q3	$501K	Buy	5,097 +270	+6%	+$27.3K	0.27%	100
2021 Q2	$477K	Buy	4,827 +854	+21%	+$82.1K	0.26%	106
2021 Q1	$364K	Buy	3,973 +1,110	+39%	+$99.6K	0.21%	121
2020 Q4	$247K	Buy	+2,863	New	+$232K	0.16%	143

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

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

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

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 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

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Investors Financial Group's ITOT Position: Q1 2022 in Review

Investors Financial Group sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q1 2022, closing a stake of 6,911 shares — an estimated $739K sold.

Investors Financial Group first reported a position in ITOT in Q4 2020 and held it in 5 quarters. The position peaked at $739K in Q4 2021. 1,001 funds tracked by Wall St. Rank hold ITOT as of Q1 2022.

Investors Financial Group reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q1 2022 after selling out during the quarter.
Investors Financial Group sold 6,911 iShares Core S&P Total US Stock Market ETF shares in Q1 2022, an estimated $739K.
Investors Financial Group first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2020 and held it in 5 quarters.
Investors Financial Group's iShares Core S&P Total US Stock Market ETF position peaked at $739K in Q4 2021.
1,001 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2022.

Based on Investors Financial Group's 13F filing for Q1 2022.