COI
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Capital One Investing’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Capital One Investing’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
Q3 		$268K Hold
3,969
– – 0.06% 173
2019
Q2 		$264K Buy
+3,969
New +$260K 0.06% 152

Other funds holding ITOT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Capital One Investing's ITOT Position: Q3 2019 in Review

Capital One Investing held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q3 2019 at 3,969 shares worth $268K. The position accounts for 0.06% of the portfolio, ranked #173.

Capital One Investing first reported a position in ITOT in Q2 2019 and has held it in 2 quarters since. 582 funds tracked by Wall St. Rank hold ITOT as of Q3 2019.

  • Capital One Investing held 3,969 shares of iShares Core S&P Total US Stock Market ETF worth $268K as of Q3 2019.
  • Capital One Investing left its iShares Core S&P Total US Stock Market ETF share count unchanged in Q3 2019.
  • iShares Core S&P Total US Stock Market ETF made up 0.06% of Capital One Investing's portfolio in Q3 2019, its #173 holding.
  • Capital One Investing first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2019 and has held it in 2 quarters since.
  • 582 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2019.

Based on Capital One Investing's 13F filing for Q3 2019, filed 14 Nov 2019.