AWM
ITOT icon

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

Aevitas 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
2019
Q2 		– Sell
-31
Closed -$2K – 204
2019
Q1 		$2K Buy
+31
New +$1.92K ﹤0.01% 354

Other funds holding ITOT

BlackRock
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
KPAG
KLS Professional Advisors Group New York $2.15B AUM 6.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Aevitas Wealth Management's ITOT Position: Q2 2019 in Review

Aevitas Wealth Management sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q2 2019, closing a stake of 31 shares — an estimated $2K sold.

Aevitas Wealth Management first reported a position in ITOT in Q1 2019 and held it in 1 quarter. The position peaked at $2K in Q1 2019. 563 funds tracked by Wall St. Rank hold ITOT as of Q2 2019.

  • Aevitas Wealth Management reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q2 2019 after selling out during the quarter.
  • Aevitas Wealth Management sold 31 iShares Core S&P Total US Stock Market ETF shares in Q2 2019, an estimated $2K.
  • Aevitas Wealth Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2019 and held it in 1 quarter.
  • Aevitas Wealth Management's iShares Core S&P Total US Stock Market ETF position peaked at $2K in Q1 2019.
  • 563 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2019.

Based on Aevitas Wealth Management's 13F filing for Q2 2019, filed 26 Jul 2019.