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Bell Rock Capital’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Bell Rock Capital’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
2017
Q3 		– Sell
-263
Closed -$15K – 414
2017
Q2 		$15K Buy
+263
New +$14.4K 0.01% 312

Other funds holding ITOT

MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bell Rock Capital's ITOT Position: Q3 2017 in Review

Bell Rock Capital sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q3 2017, closing a stake of 263 shares — an estimated $15K sold.

Bell Rock Capital first reported a position in ITOT in Q2 2017 and held it in 1 quarter. The position peaked at $15K in Q2 2017. 307 funds tracked by Wall St. Rank hold ITOT as of Q3 2017.

  • Bell Rock Capital reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q3 2017 after selling out during the quarter.
  • Bell Rock Capital sold 263 iShares Core S&P Total US Stock Market ETF shares in Q3 2017, an estimated $15K.
  • Bell Rock Capital first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2017 and held it in 1 quarter.
  • Bell Rock Capital's iShares Core S&P Total US Stock Market ETF position peaked at $15K in Q2 2017.
  • 307 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2017.

Based on Bell Rock Capital's 13F filing for Q3 2017, filed 6 Dec 2018.