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

Personal Wealth Partners’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 Q3	–	Sell	-2,229	Closed	-$220K	–	225
2021 Q2	$220K	Sell	2,229 -4,397	-66%	-$423K	0.09%	74
2021 Q1	$607K	Sell	6,626 -1,296	-16%	-$116K	0.27%	40
2020 Q4	$683K	Sell	7,922 -25	-0.3%	-$2.02K	0.32%	31
2020 Q3	$600K	Sell	7,947 -1,128	-12%	-$84.2K	0.31%	30
2020 Q2	$630K	Sell	9,075 -1,990	-18%	-$130K	0.35%	28
2020 Q1	$633K	Sell	11,065 -839	-7%	-$57.6K	0.38%	28
2019 Q4	$865K	Buy	11,904 +45	+0.4%	+$3.13K	0.37%	27
2019 Q3	$795K	Buy	11,859 +221	+2%	+$14.8K	0.37%	29
2019 Q2	$775K	Buy	11,638 +997	+9%	+$65.3K	0.37%	26
2019 Q1	$685K	Buy	+10,641	New	+$660K	0.36%	30

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Personal Wealth Partners's ITOT Position: Q3 2021 in Review

Personal Wealth Partners sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q3 2021, closing a stake of 2,229 shares — an estimated $220K sold.

Personal Wealth Partners first reported a position in ITOT in Q1 2019 and held it in 10 quarters. The position peaked at $865K in Q4 2019. 871 funds tracked by Wall St. Rank hold ITOT as of Q3 2021.

Personal Wealth Partners reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q3 2021 after selling out during the quarter.
Personal Wealth Partners sold 2,229 iShares Core S&P Total US Stock Market ETF shares in Q3 2021, an estimated $220K.
Personal Wealth Partners first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2019 and held it in 10 quarters.
Personal Wealth Partners's iShares Core S&P Total US Stock Market ETF position peaked at $865K in Q4 2019.
871 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2021.

Based on Personal Wealth Partners's 13F filing for Q3 2021, filed 20 Oct 2021.