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Carmichael Hill & Associates’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Carmichael Hill & Associates’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
Q4 		– Sell
-81
Closed -$6K – 747
2020
Q3 		$6K Hold
81
– – ﹤0.01% 579
2020
Q2 		$6K Hold
81
– – ﹤0.01% 545
2020
Q1 		$5K Hold
81
– – ﹤0.01% 530
2019
Q4 		$6K Buy
+81
New +$5.64K ﹤0.01% 539

Other funds holding ITOT

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Carmichael Hill & Associates's ITOT Position: Q4 2020 in Review

Carmichael Hill & Associates sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q4 2020, closing a stake of 81 shares — an estimated $6K sold.

Carmichael Hill & Associates first reported a position in ITOT in Q4 2019 and held it in 4 quarters. The position peaked at $6K in Q3 2020. 804 funds tracked by Wall St. Rank hold ITOT as of Q4 2020.

  • Carmichael Hill & Associates reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q4 2020 after selling out during the quarter.
  • Carmichael Hill & Associates sold 81 iShares Core S&P Total US Stock Market ETF shares in Q4 2020, an estimated $6K.
  • Carmichael Hill & Associates first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2019 and held it in 4 quarters.
  • Carmichael Hill & Associates's iShares Core S&P Total US Stock Market ETF position peaked at $6K in Q3 2020.
  • 804 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q4 2020.

Based on Carmichael Hill & Associates's 13F filing for Q4 2020, filed 27 Jan 2021.