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

Viewpoint Investment 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 Q4	–	Sell	-23,040	Closed	-$2.27M	–	13
2021 Q3	$2.27M	Hold	23,040	–	–	1.32%	8
2021 Q2	$2.27M	Sell	23,040 -650	-3%	-$62.5K	1.5%	7
2021 Q1	$2.17M	Buy	23,690 +2,050	+9%	+$184K	1.65%	6
2020 Q4	$1.5M	Sell	21,640 -920	-4%	-$74.5K	1.4%	6
2020 Q3	$1.57M	Buy	22,560 +12,950	+135%	+$966K	1.46%	5
2020 Q2	$667K	Buy	+9,610	New	+$628K	0.63%	6
2020 Q1	–	Sell	-494,348	Closed	-$35.9M	–	10
2019 Q4	$35.9M	Sell	494,348 -167,515	-25%	-$11.7M	38.14%	1
2019 Q3	$44.4M	Sell	661,863 -306,670	-32%	-$20.5M	60.5%	1
2019 Q2	$64.5M	Buy	968,533 +35,980	+4%	+$2.36M	66.17%	1
2019 Q1	$60.1M	Buy	932,553 +672,535	+259%	+$41.7M	54.23%	1
2018 Q4	$14.8M	Buy	+260,018	New	+$16M	25.13%	2

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

Viewpoint Investment Partners's ITOT Position: Q4 2021 in Review

Viewpoint Investment Partners sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q4 2021, closing a stake of 23,040 shares — an estimated $2.27M sold.

Viewpoint Investment Partners first reported a position in ITOT in Q4 2018 and held it in 11 quarters. The position peaked at $64.5M in Q2 2019. 995 funds tracked by Wall St. Rank hold ITOT as of Q4 2021.

Viewpoint Investment Partners reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q4 2021 after selling out during the quarter.
Viewpoint Investment Partners sold 23,040 iShares Core S&P Total US Stock Market ETF shares in Q4 2021, an estimated $2.27M.
Viewpoint Investment Partners first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2018 and held it in 11 quarters.
Viewpoint Investment Partners's iShares Core S&P Total US Stock Market ETF position peaked at $64.5M 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 Viewpoint Investment Partners's 13F filing for Q4 2021, filed 7 Jan 2022.