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American Economic Planning Group’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

American Economic Planning Group’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
Q3 		$1.11M Hold
16,569
– – 0.3% 33
2019
Q2 		$1.1M Sell
16,569
-14
-0.1% -$917 0.33% 31
2019
Q1 		$1.07M Sell
16,583
-142,624
-90% -$8.85M 0.33% 31
2018
Q4 		$9.04M Buy
159,207
+152,222
+2,179% +$9.35M 2.92% 9
2018
Q3 		$465K Buy
6,985
+28
+0.4% +$1.83K 0.17% 41
2018
Q2 		$435K Hold
6,957
– – 0.16% 42
2018
Q1 		$421K Buy
6,957
+29
+0.4% +$1.81K 0.15% 50
2017
Q4 		$424K Sell
6,928
-1,657
-19% -$98.7K 0.16% 48
2017
Q3 		$495K Sell
8,585
-117
-1% -$6.6K 0.19% 38
2017
Q2 		$482K Sell
8,702
-11,386
-57% -$625K 0.19% 39
2017
Q1 		$1.08M Sell
20,088
-3,564
-15% -$190K 0.44% 16
2016
Q4 		$1.21M Buy
23,652
+9,959
+73% +$498K 0.52% 15
2016
Q3 		$678K Sell
13,693
-195
-1% -$9.62K 0.27% 25
2016
Q2 		$661K Sell
13,888
-268
-2% -$12.6K 0.27% 24
2016
Q1 		$661K Buy
14,156
+6,240
+79% +$275K 0.27% 24
2015
Q4 		$368K Sell
7,916
-48
-0.6% -$2.25K 0.14% 32
2015
Q3 		$349K Buy
7,964
+1,630
+26% +$75.7K 0.15% 26
2015
Q2 		$299K Buy
+6,334
New +$305K 0.12% 34
2015
Q1 		– Sell
-28,260
Closed -$1.33M – 45
2014
Q4 		$1.33M Buy
+28,260
New +$1.3M 0.51% 11

Other funds holding ITOT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

American Economic Planning Group's ITOT Position: Q3 2019 in Review

American Economic Planning Group held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q3 2019 at 16,569 shares worth $1.11M. The position accounts for 0.3% of the portfolio, ranked #33.

American Economic Planning Group first reported a position in ITOT in Q4 2014 and has held it in 19 quarters since. The position peaked at $9.04M in Q4 2018. 582 funds tracked by Wall St. Rank hold ITOT as of Q3 2019.

  • American Economic Planning Group held 16,569 shares of iShares Core S&P Total US Stock Market ETF worth $1.11M as of Q3 2019.
  • American Economic Planning Group left its iShares Core S&P Total US Stock Market ETF share count unchanged in Q3 2019.
  • iShares Core S&P Total US Stock Market ETF made up 0.3% of American Economic Planning Group's portfolio in Q3 2019, its #33 holding.
  • American Economic Planning Group first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2014 and has held it in 19 quarters since.
  • American Economic Planning Group's iShares Core S&P Total US Stock Market ETF position peaked at $9.04M in Q4 2018.
  • 582 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2019.

Based on American Economic Planning Group's 13F filing for Q3 2019, filed 9 Oct 2019.