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

Legacy 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
2022 Q2	–	Sell	-2,204	Closed	-$222K	–	97
2022 Q1	$222K	Sell	2,204 -233	-10%	-$23.2K	0.26%	89
2021 Q4	$261K	Sell	2,437 -2,529	-51%	-$264K	0.3%	70
2021 Q3	$489K	Buy	4,966 +962	+24%	+$97.3K	0.55%	41
2021 Q2	$395K	Hold	4,004	–	–	0.45%	52
2021 Q1	$367K	Sell	4,004 -248	-6%	-$22.2K	0.47%	51
2020 Q4	$367K	Sell	4,252 -87	-2%	-$7.05K	0.47%	45
2020 Q3	$328K	Sell	4,339 -1,225	-22%	-$91.4K	0.38%	49
2020 Q2	$386K	Sell	5,564 -5,690	-51%	-$372K	0.46%	39
2020 Q1	$644K	Sell	11,254 -18,720	-62%	-$1.28M	1.03%	27
2019 Q4	$2.18M	Buy	+29,974	New	+$2.09M	2.47%	9

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Legacy Wealth Planning's ITOT Position: Q2 2022 in Review

Legacy Wealth Planning sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q2 2022, closing a stake of 2,204 shares — an estimated $222K sold.

Legacy Wealth Planning first reported a position in ITOT in Q4 2019 and held it in 10 quarters. The position peaked at $2.18M in Q4 2019. 993 funds tracked by Wall St. Rank hold ITOT as of Q2 2022.

Legacy Wealth Planning reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q2 2022 after selling out during the quarter.
Legacy Wealth Planning sold 2,204 iShares Core S&P Total US Stock Market ETF shares in Q2 2022, an estimated $222K.
Legacy Wealth Planning first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2019 and held it in 10 quarters.
Legacy Wealth Planning's iShares Core S&P Total US Stock Market ETF position peaked at $2.18M in Q4 2019.
993 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2022.

Based on Legacy Wealth Planning's 13F filing for Q2 2022, filed 26 Jul 2022.