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

Blue Edge 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
2019
Q1 		– Sell
-3,425
Closed -$194K – 95
2018
Q4 		$194K Buy
+3,425
New +$210K 0.08% 89

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MFRM
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Envestnet Asset Management
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Bank of America
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LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Morgan Stanley
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Commonwealth Equity Services
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Blue Edge Capital's ITOT Position: Q1 2019 in Review

Blue Edge Capital sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q1 2019, closing a stake of 3,425 shares — an estimated $194K sold.

Blue Edge Capital first reported a position in ITOT in Q4 2018 and held it in 1 quarter. The position peaked at $194K in Q4 2018. 550 funds tracked by Wall St. Rank hold ITOT as of Q1 2019.

  • Blue Edge Capital reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q1 2019 after selling out during the quarter.
  • Blue Edge Capital sold 3,425 iShares Core S&P Total US Stock Market ETF shares in Q1 2019, an estimated $194K.
  • Blue Edge Capital first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2018 and held it in 1 quarter.
  • Blue Edge Capital's iShares Core S&P Total US Stock Market ETF position peaked at $194K 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 Blue Edge Capital's 13F filing for Q1 2019, filed 14 May 2019.