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

Jackson 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
2022 Q1	–	Sell	-145,411	Closed	-$15.6M	–	117
2021 Q4	$15.6M	Sell	145,411 -5,254	-3%	-$549K	1.97%	15
2021 Q3	$36K	Sell	150,665 -9,553	-6%	-$966K	0.44%	46
2021 Q2	$15.8M	Buy	+160,218	New	+$15.4M	2%	16
2020 Q2	–	Sell	-6,507	Closed	-$430K	–	131
2020 Q1	$430K	Sell	6,507 -272	-4%	-$18.7K	0.09%	96
2019 Q4	$500K	Buy	6,779 +633	+10%	+$44K	0.08%	134
2019 Q3	$410K	Buy	+6,146	New	+$412K	0.09%	116
2018 Q2	–	Sell	-13,474	Closed	-$815K	–	94
2018 Q1	$815K	Sell	13,474 -3,677	-21%	-$230K	0.23%	87
2017 Q4	$1.08M	Hold	17,151	–	–	0.27%	81
2017 Q3	$1M	Buy	+17,151	New	+$967K	0.27%	72

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

Jackson Wealth Management's ITOT Position: Q1 2022 in Review

Jackson Wealth Management sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q1 2022, closing a stake of 145,411 shares — an estimated $15.6M sold.

Jackson Wealth Management first reported a position in ITOT in Q3 2017 and held it in 9 quarters. The position peaked at $15.8M in Q2 2021. 1,002 funds tracked by Wall St. Rank hold ITOT as of Q1 2022.

Jackson Wealth Management reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q1 2022 after selling out during the quarter.
Jackson Wealth Management sold 145,411 iShares Core S&P Total US Stock Market ETF shares in Q1 2022, an estimated $15.6M.
Jackson Wealth Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2017 and held it in 9 quarters.
Jackson Wealth Management's iShares Core S&P Total US Stock Market ETF position peaked at $15.8M in Q2 2021.
1,002 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2022.

Based on Jackson Wealth Management's 13F filing for Q1 2022, filed 5 May 2022.