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

Laurel Wealth Planning’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	-1,516	Closed	-$129K	–	122
2022 Q4	$129K	Sell	1,516 -243	-14%	-$20.7K	0.08%	74
2022 Q3	$140K	Sell	1,759 -612	-26%	-$54.1K	0.1%	65
2022 Q2	$199K	Sell	2,371 -794	-25%	-$72.3K	0.14%	62
2022 Q1	$319K	Sell	3,165 -1,500	-32%	-$150K	0.22%	57
2021 Q4	$499K	Sell	4,665 -4,906	-51%	-$513K	0.38%	46
2021 Q3	$942K	Sell	9,571 -1,696	-15%	-$171K	0.76%	30
2021 Q2	$1.11M	Sell	11,267 -5,667	-33%	-$545K	0.97%	28
2021 Q1	$1.55M	Sell	16,934 -1,719	-9%	-$154K	1.42%	23
2020 Q4	$1.61M	Buy	+18,653	New	+$1.51M	1.57%	23

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 $9.54B AUM 19.86% 1-Year Est. Return

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

Laurel Wealth Planning's ITOT Position: Q1 2023 in Review

Laurel Wealth Planning sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q1 2023, closing a stake of 1,516 shares — an estimated $129K sold.

Laurel Wealth Planning first reported a position in ITOT in Q4 2020 and held it in 9 quarters. The position peaked at $1.61M in Q4 2020. 1,053 funds tracked by Wall St. Rank hold ITOT as of Q1 2023.

Laurel Wealth Planning reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q1 2023 after selling out during the quarter.
Laurel Wealth Planning sold 1,516 iShares Core S&P Total US Stock Market ETF shares in Q1 2023, an estimated $129K.
Laurel Wealth Planning first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2020 and held it in 9 quarters.
Laurel Wealth Planning's iShares Core S&P Total US Stock Market ETF position peaked at $1.61M in Q4 2020.
1,053 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2023.

Based on Laurel Wealth Planning's 13F filing for Q1 2023, filed 18 Apr 2023.