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

Stewardship Financial 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	$31K	Sell	337 -428	-56%	-$38.4K	0.01%	76
2020 Q4	$66K	Buy	765 +450	+143%	+$36.4K	0.02%	73
2020 Q3	$24K	Sell	315 -449	-59%	-$33.5K	0.01%	69
2020 Q2	$53K	Buy	764 +450	+143%	+$29.4K	0.02%	60
2020 Q1	$18K	Sell	314 -450	-59%	-$30.9K	0.01%	51
2019 Q4	$56K	Buy	764 +697	+1,040%	+$48.5K	0.02%	70
2019 Q3	$5K	Hold	67	–	–	﹤0.01%	67
2019 Q2	$4K	Hold	67	–	–	﹤0.01%	67
2019 Q1	$4K	Buy	67 +1	+2%	+$62	﹤0.01%	66
2018 Q4	$4K	Hold	66	–	–	﹤0.01%	60
2018 Q3	$4K	Buy	+66	New	+$4.33K	﹤0.01%	74
2016 Q1	–	Sell	-81,308	Closed	-$3.77M	–	52
2015 Q4	$3.77M	Buy	+81,308	New	+$3.81M	3.02%	8

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

Stewardship Financial Advisors's ITOT Position: Q1 2021 in Review

Stewardship Financial Advisors reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 56% in Q1 2021, selling an estimated $38.4K and leaving 337 shares worth $31K. The position accounts for 0.01% of the portfolio, ranked #76.

Stewardship Financial Advisors first reported a position in ITOT in Q4 2015 and has held it in 12 quarters since. The position peaked at $3.77M in Q4 2015. 820 funds tracked by Wall St. Rank hold ITOT as of Q1 2021.

Stewardship Financial Advisors held 337 shares of iShares Core S&P Total US Stock Market ETF worth $31K as of Q1 2021.
Stewardship Financial Advisors sold 428 iShares Core S&P Total US Stock Market ETF shares in Q1 2021, an estimated $38.4K.
iShares Core S&P Total US Stock Market ETF made up 0.01% of Stewardship Financial Advisors's portfolio in Q1 2021, its #76 holding.
Stewardship Financial Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2015 and has held it in 12 quarters since.
Stewardship Financial Advisors's iShares Core S&P Total US Stock Market ETF position peaked at $3.77M in Q4 2015.
820 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2021.

Based on Stewardship Financial Advisors's 13F filing for Q1 2021, filed 16 Apr 2021.