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

LWS Wealth Advisors’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
2021 Q1	–	Sell	-2,998	Closed	-$259K	–	61
2020 Q4	$259K	Buy	2,998 +274	+10%	+$22.2K	0.12%	55
2020 Q3	$206K	Buy	+2,724	New	+$203K	0.1%	55
2020 Q1	–	Sell	-4,946	Closed	-$359K	–	60
2019 Q4	$359K	Buy	+4,946	New	+$344K	0.18%	44

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

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 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

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

LWS Wealth Advisors's ITOT Position: Q1 2021 in Review

LWS Wealth Advisors sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q1 2021, closing a stake of 2,998 shares — an estimated $259K sold.

LWS Wealth Advisors first reported a position in ITOT in Q4 2019 and held it in 3 quarters. The position peaked at $359K in Q4 2019. 820 funds tracked by Wall St. Rank hold ITOT as of Q1 2021.

LWS Wealth Advisors reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q1 2021 after selling out during the quarter.
LWS Wealth Advisors sold 2,998 iShares Core S&P Total US Stock Market ETF shares in Q1 2021, an estimated $259K.
LWS Wealth Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2019 and held it in 3 quarters.
LWS Wealth Advisors's iShares Core S&P Total US Stock Market ETF position peaked at $359K in Q4 2019.
820 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2021.

Based on LWS Wealth Advisors's 13F filing for Q1 2021, filed 29 Apr 2021.