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

Argent 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
2020
Q2 		$1.09M Buy
14,343
+44
+0.3% +$2.88K 0.18% 73
2020
Q1 		$838K Buy
14,299
+10,038
+236% +$689K 0.17% 72
2019
Q4 		$310K Buy
+4,261
New +$296K 0.05% 144

Other funds holding ITOT

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
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Betterment LLC
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Argent Wealth Management's ITOT Position: Q2 2020 in Review

Argent Wealth Management increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.31% in Q2 2020, buying an estimated $2.88K and bringing the position to 14,343 shares worth $1.09M. The position accounts for 0.18% of the portfolio, ranked #73.

Argent Wealth Management first reported a position in ITOT in Q4 2019 and has held it in 3 quarters since. 684 funds tracked by Wall St. Rank hold ITOT as of Q2 2020.

  • Argent Wealth Management held 14,343 shares of iShares Core S&P Total US Stock Market ETF worth $1.09M as of Q2 2020.
  • Argent Wealth Management bought 44 iShares Core S&P Total US Stock Market ETF shares in Q2 2020, an estimated $2.88K.
  • iShares Core S&P Total US Stock Market ETF made up 0.18% of Argent Wealth Management's portfolio in Q2 2020, its #73 holding.
  • Argent Wealth Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2019 and has held it in 3 quarters since.
  • 684 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2020.

Based on Argent Wealth Management's 13F filing for Q2 2020, filed 17 Aug 2020.