Leelyn Smith’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Leelyn Smith’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	-951	Closed	-$80.6K	–	266
2022 Q4	$80.6K	Buy	951 +108	+13%	+$9.22K	0.02%	143
2022 Q3	$67K	Buy	+843	New	+$74.5K	0.02%	133
2021 Q4	–	Sell	-176	Closed	-$17K	–	402
2021 Q3	$17K	Sell	176 -142	-45%	-$14.4K	﹤0.01%	244
2021 Q2	$31K	Sell	318 -50	-14%	-$4.81K	0.01%	213
2021 Q1	$34K	Buy	368 +1	+0.3%	+$90	0.01%	216
2020 Q4	$32K	Buy	367 +1	+0.3%	+$81	0.01%	212
2020 Q3	$28K	Buy	366 +2	+0.5%	+$149	0.01%	210
2020 Q2	$25K	Sell	364 -1,536	-81%	-$100K	0.01%	255
2020 Q1	$109K	Buy	+1,900	New	+$130K	0.06%	131

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

Leelyn Smith's ITOT Position: Q1 2023 in Review

Leelyn Smith sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q1 2023, closing a stake of 951 shares — an estimated $80.6K sold.

Leelyn Smith first reported a position in ITOT in Q1 2020 and held it in 9 quarters. The position peaked at $109K in Q1 2020. 1,053 funds tracked by Wall St. Rank hold ITOT as of Q1 2023.

Leelyn Smith reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q1 2023 after selling out during the quarter.
Leelyn Smith sold 951 iShares Core S&P Total US Stock Market ETF shares in Q1 2023, an estimated $80.6K.
Leelyn Smith first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2020 and held it in 9 quarters.
Leelyn Smith's iShares Core S&P Total US Stock Market ETF position peaked at $109K in Q1 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 Leelyn Smith's 13F filing for Q1 2023, filed 12 May 2023.