CFA
ITOT icon

Camarda Financial Advisors’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Camarda Financial 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
2018
Q2 		– Sell
-443
Closed -$27K – 185
2018
Q1 		$27K Buy
+443
New +$27.7K 0.03% 122

Other funds holding ITOT

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LMGAM
Liberty Mutual Group Asset Management Boston, Massachusetts $1.25B AUM 45.27% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Camarda Financial Advisors's ITOT Position: Q2 2018 in Review

Camarda Financial Advisors sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q2 2018, closing a stake of 443 shares — an estimated $27K sold.

Camarda Financial Advisors first reported a position in ITOT in Q1 2018 and held it in 1 quarter. The position peaked at $27K in Q1 2018. 402 funds tracked by Wall St. Rank hold ITOT as of Q2 2018.

  • Camarda Financial Advisors reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q2 2018 after selling out during the quarter.
  • Camarda Financial Advisors sold 443 iShares Core S&P Total US Stock Market ETF shares in Q2 2018, an estimated $27K.
  • Camarda Financial Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2018 and held it in 1 quarter.
  • Camarda Financial Advisors's iShares Core S&P Total US Stock Market ETF position peaked at $27K in Q1 2018.
  • 402 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2018.

Based on Camarda Financial Advisors's 13F filing for Q2 2018, filed 31 Jul 2018.