Walled Lake Planning & Wealth Management’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Walled Lake Planning & Wealth 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	-77	Closed	-$8K	–	206
2021 Q3	$8K	Hold	77	–	–	﹤0.01%	271
2021 Q2	$8K	Buy	77 +1	+1%	+$96	0.01%	258
2021 Q1	$7K	Buy	76 +32	+73%	+$2.87K	﹤0.01%	254
2020 Q4	$4K	Hold	44	–	–	﹤0.01%	258
2020 Q3	$3K	Hold	44	–	–	﹤0.01%	280
2020 Q2	$3K	Sell	44 -2,337	-98%	-$153K	﹤0.01%	268
2020 Q1	$136K	Sell	2,381 -67	-3%	-$4.6K	0.12%	70
2019 Q4	$178K	Buy	+2,448	New	+$170K	0.13%	67

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

Walled Lake Planning & Wealth Management's ITOT Position: Q4 2021 in Review

Walled Lake Planning & Wealth Management sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q4 2021, closing a stake of 77 shares — an estimated $8K sold.

Walled Lake Planning & Wealth Management first reported a position in ITOT in Q4 2019 and held it in 8 quarters. The position peaked at $178K in Q4 2019. 994 funds tracked by Wall St. Rank hold ITOT as of Q4 2021.

Walled Lake Planning & Wealth Management reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q4 2021 after selling out during the quarter.
Walled Lake Planning & Wealth Management sold 77 iShares Core S&P Total US Stock Market ETF shares in Q4 2021, an estimated $8K.
Walled Lake Planning & Wealth Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2019 and held it in 8 quarters.
Walled Lake Planning & Wealth Management's iShares Core S&P Total US Stock Market ETF position peaked at $178K in Q4 2019.
994 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q4 2021.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q4 2021, filed 10 Feb 2022.