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Karn Couzens & Associates’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Karn Couzens & Associates’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 		$2.07M Sell
20,530
-465
-2% -$46.4K 1.32% 14
2021
Q4 		$2.25M Sell
20,995
-2,116
-9% -$221K 1.54% 13
2021
Q3 		$2.27M Buy
23,111
+938
+4% +$94.8K 1.73% 10
2021
Q2 		$2.19M Buy
22,173
+313
+1% +$30.1K 1.7% 11
2021
Q1 		$2M Buy
21,860
+507
+2% +$45.5K 1.8% 11
2020
Q4 		$1.84M Buy
+21,353
New +$1.73M 1.74% 12

Other funds holding ITOT

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
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
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Karn Couzens & Associates's ITOT Position: Q1 2022 in Review

Karn Couzens & Associates reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 2.2% in Q1 2022, selling an estimated $46.4K and leaving 20,530 shares worth $2.07M. The position accounts for 1.32% of the portfolio, ranked #14.

Karn Couzens & Associates first reported a position in ITOT in Q4 2020 and has held it in 6 quarters since. The position peaked at $2.27M in Q3 2021. 1,001 funds tracked by Wall St. Rank hold ITOT as of Q1 2022.

  • Karn Couzens & Associates held 20,530 shares of iShares Core S&P Total US Stock Market ETF worth $2.07M as of Q1 2022.
  • Karn Couzens & Associates sold 465 iShares Core S&P Total US Stock Market ETF shares in Q1 2022, an estimated $46.4K.
  • iShares Core S&P Total US Stock Market ETF made up 1.32% of Karn Couzens & Associates's portfolio in Q1 2022, its #14 holding.
  • Karn Couzens & Associates first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2020 and has held it in 6 quarters since.
  • Karn Couzens & Associates's iShares Core S&P Total US Stock Market ETF position peaked at $2.27M in Q3 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 Karn Couzens & Associates's 13F filing for Q1 2022, filed 19 Apr 2022.