Beacon Pointe Wealth Advisors’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Beacon Pointe Wealth 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 Q4	$447K	Sell	6,142 -12,650	-67%	-$880K	0.08%	168
2019 Q3	$1.26M	Buy	18,792 +14,513	+339%	+$972K	0.27%	80
2019 Q2	$285K	Buy	4,279 +241	+6%	+$15.8K	0.06%	214
2019 Q1	$261K	Buy	4,038 +171	+4%	+$10.6K	0.06%	221
2018 Q4	$220K	Buy	+3,867	New	+$238K	0.08%	205

Other funds holding ITOT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Beacon Pointe Wealth Advisors's ITOT Position: Q4 2019 in Review

Beacon Pointe Wealth Advisors reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 67% in Q4 2019, selling an estimated $880K and leaving 6,142 shares worth $447K. The position accounts for 0.08% of the portfolio, ranked #168.

Beacon Pointe Wealth Advisors first reported a position in ITOT in Q4 2018 and has held it in 5 quarters since. The position peaked at $1.26M in Q3 2019. 690 funds tracked by Wall St. Rank hold ITOT as of Q4 2019.

Beacon Pointe Wealth Advisors held 6,142 shares of iShares Core S&P Total US Stock Market ETF worth $447K as of Q4 2019.
Beacon Pointe Wealth Advisors sold 12,650 iShares Core S&P Total US Stock Market ETF shares in Q4 2019, an estimated $880K.
iShares Core S&P Total US Stock Market ETF made up 0.08% of Beacon Pointe Wealth Advisors's portfolio in Q4 2019, its #168 holding.
Beacon Pointe Wealth Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2018 and has held it in 5 quarters since.
Beacon Pointe Wealth Advisors's iShares Core S&P Total US Stock Market ETF position peaked at $1.26M in Q3 2019.
690 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q4 2019.

Based on Beacon Pointe Wealth Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.