AIA
ITOT icon

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

Alera Investment 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
2019
Q1 		– Sell
-104
Closed -$6K – 1263
2018
Q4 		$6K Buy
+104
New +$6.39K ﹤0.01% 557

Other funds holding ITOT

TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Alera Investment Advisors's ITOT Position: Q1 2019 in Review

Alera Investment Advisors sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q1 2019, closing a stake of 104 shares — an estimated $6K sold.

Alera Investment Advisors first reported a position in ITOT in Q4 2018 and held it in 1 quarter. The position peaked at $6K in Q4 2018. 550 funds tracked by Wall St. Rank hold ITOT as of Q1 2019.

  • Alera Investment Advisors reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q1 2019 after selling out during the quarter.
  • Alera Investment Advisors sold 104 iShares Core S&P Total US Stock Market ETF shares in Q1 2019, an estimated $6K.
  • Alera Investment Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2018 and held it in 1 quarter.
  • Alera Investment Advisors's iShares Core S&P Total US Stock Market ETF position peaked at $6K in Q4 2018.
  • 550 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2019.

Based on Alera Investment Advisors's 13F filing for Q1 2019, filed 14 May 2019.