Iowa State Bank’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Iowa State Bank’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 Q2	–	Sell	-2,076	Closed	-$210K	–	113
2022 Q1	$210K	Hold	2,076	–	–	0.05%	116
2021 Q4	$222K	Hold	2,076	–	–	0.05%	118
2021 Q3	$204K	Hold	2,076	–	–	0.06%	116
2021 Q2	$205K	Buy	+2,076	New	+$200K	0.06%	116

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

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

Iowa State Bank's ITOT Position: Q2 2022 in Review

Iowa State Bank sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q2 2022, closing a stake of 2,076 shares — an estimated $210K sold.

Iowa State Bank first reported a position in ITOT in Q2 2021 and held it in 4 quarters. The position peaked at $222K in Q4 2021. 992 funds tracked by Wall St. Rank hold ITOT as of Q2 2022.

Iowa State Bank reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q2 2022 after selling out during the quarter.
Iowa State Bank sold 2,076 iShares Core S&P Total US Stock Market ETF shares in Q2 2022, an estimated $210K.
Iowa State Bank first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2021 and held it in 4 quarters.
Iowa State Bank's iShares Core S&P Total US Stock Market ETF position peaked at $222K in Q4 2021.
992 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2022.

Based on Iowa State Bank's 13F filing for Q2 2022, filed 5 Aug 2022.