Stone House Investment Management’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Stone House Investment Management’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 Q4	–	Sell	-6,960	Closed	-$687K	–	44
2021 Q3	$687K	Hold	6,960	–	–	0.27%	26
2021 Q2	$687K	Buy	6,960 +80	+1%	+$7.69K	0.27%	26
2021 Q1	$593K	Hold	6,880	–	–	0.3%	24
2020 Q4	$593K	Sell	6,880 -93	-1%	-$7.53K	0.3%	24
2020 Q3	$526K	Buy	6,973 +1,656	+31%	+$124K	0.21%	32
2020 Q2	$369K	Sell	5,317 -1,169	-18%	-$76.4K	0.19%	32
2020 Q1	$371K	Sell	6,486 -35,873	-85%	-$2.46M	0.22%	26
2019 Q4	$3.08M	Sell	42,359 -33,222	-44%	-$2.31M	2.25%	14
2019 Q3	$5.07M	Sell	75,581 -12,629	-14%	-$846K	2.53%	13
2019 Q2	$5.88M	Buy	88,210 +2,635	+3%	+$173K	3.07%	10
2019 Q1	$5.51M	Buy	+85,575	New	+$5.31M	2.87%	13

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Stone House Investment Management's ITOT Position: Q4 2021 in Review

Stone House Investment Management sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q4 2021, closing a stake of 6,960 shares — an estimated $687K sold.

Stone House Investment Management first reported a position in ITOT in Q1 2019 and held it in 11 quarters. The position peaked at $5.88M in Q2 2019. 995 funds tracked by Wall St. Rank hold ITOT as of Q4 2021.

Stone House Investment Management reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q4 2021 after selling out during the quarter.
Stone House Investment Management sold 6,960 iShares Core S&P Total US Stock Market ETF shares in Q4 2021, an estimated $687K.
Stone House Investment Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2019 and held it in 11 quarters.
Stone House Investment Management's iShares Core S&P Total US Stock Market ETF position peaked at $5.88M in Q2 2019.
995 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q4 2021.

Based on Stone House Investment Management's 13F filing for Q4 2021, filed 14 Jan 2022.