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Boys Arnold & Co’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Boys Arnold & Co’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 		– Sell
-4,253
Closed -$245K – 103
2020
Q1 		$245K Buy
+4,253
New +$292K 0.04% 229

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TAIM
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Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 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 $1.55T AUM 33.47% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Boys Arnold & Co's ITOT Position: Q2 2020 in Review

Boys Arnold & Co sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q2 2020, closing a stake of 4,253 shares — an estimated $245K sold.

Boys Arnold & Co first reported a position in ITOT in Q1 2020 and held it in 1 quarter. The position peaked at $245K in Q1 2020. 686 funds tracked by Wall St. Rank hold ITOT as of Q2 2020.

  • Boys Arnold & Co reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q2 2020 after selling out during the quarter.
  • Boys Arnold & Co sold 4,253 iShares Core S&P Total US Stock Market ETF shares in Q2 2020, an estimated $245K.
  • Boys Arnold & Co first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2020 and held it in 1 quarter.
  • Boys Arnold & Co's iShares Core S&P Total US Stock Market ETF position peaked at $245K in Q1 2020.
  • 686 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2020.

Based on Boys Arnold & Co's 13F filing for Q2 2020.