J. Arnold Wealth Management’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

J. Arnold Wealth Management’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 Q1	–	Sell	-269	Closed	-$22.8K	–	74
2022 Q4	$22.8K	Buy	+269	New	+$23K	0.01%	65
2021 Q3	–	Sell	-162	Closed	-$16K	–	85
2021 Q2	$16K	Hold	162	–	–	0.01%	86
2021 Q1	$15K	Hold	162	–	–	0.01%	79
2020 Q4	$14K	Buy	+162	New	+$13.1K	0.01%	70

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

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

BTI

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return

J. Arnold Wealth Management's ITOT Position: Q1 2023 in Review

J. Arnold Wealth Management sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q1 2023, closing a stake of 269 shares — an estimated $22.8K sold.

J. Arnold Wealth Management first reported a position in ITOT in Q4 2020 and held it in 4 quarters. The position peaked at $22.8K in Q4 2022. 1,053 funds tracked by Wall St. Rank hold ITOT as of Q1 2023.

J. Arnold Wealth Management reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q1 2023 after selling out during the quarter.
J. Arnold Wealth Management sold 269 iShares Core S&P Total US Stock Market ETF shares in Q1 2023, an estimated $22.8K.
J. Arnold Wealth Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2020 and held it in 4 quarters.
J. Arnold Wealth Management's iShares Core S&P Total US Stock Market ETF position peaked at $22.8K in Q4 2022.
1,053 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2023.

Based on J. Arnold Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.