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

Paracle 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	$444K	Hold	4,853	–	–	0.08%	71
2020 Q4	$418K	Sell	4,853 -1,775	-27%	-$144K	0.08%	77
2020 Q3	$500K	Hold	6,628	–	–	0.11%	64
2020 Q2	$460K	Hold	6,628	–	–	0.11%	64
2020 Q1	$379K	Buy	+6,628	New	+$455K	0.1%	63
2017 Q3	–	Sell	-5,830	Closed	-$323K	–	49
2017 Q2	$323K	Buy	+5,830	New	+$320K	0.12%	36

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

Paracle Advisors's ITOT Position: Q1 2021 in Review

Paracle Advisors held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q1 2021 at 4,853 shares worth $444K. The position accounts for 0.08% of the portfolio, ranked #71.

Paracle Advisors first reported a position in ITOT in Q2 2017 and has held it in 6 quarters since. The position peaked at $500K in Q3 2020. 820 funds tracked by Wall St. Rank hold ITOT as of Q1 2021.

Paracle Advisors held 4,853 shares of iShares Core S&P Total US Stock Market ETF worth $444K as of Q1 2021.
Paracle Advisors left its iShares Core S&P Total US Stock Market ETF share count unchanged in Q1 2021.
iShares Core S&P Total US Stock Market ETF made up 0.08% of Paracle Advisors's portfolio in Q1 2021, its #71 holding.
Paracle Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2017 and has held it in 6 quarters since.
Paracle Advisors's iShares Core S&P Total US Stock Market ETF position peaked at $500K in Q3 2020.
820 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2021.

Based on Paracle Advisors's 13F filing for Q1 2021, filed 13 May 2021.