Cascadia Advisory Services’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Cascadia Advisory Services’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 Q4	$727K	Buy	+10,006	New	+$696K	0.21%	117

Other funds holding ITOT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cascadia Advisory Services's ITOT Position: Q4 2019 in Review

Cascadia Advisory Services opened a new position in iShares Core S&P Total US Stock Market ETF (ITOT) in Q4 2019: 10,006 shares worth $727K. The stake represents 0.21% of the portfolio and ranks #117 among its holdings.

690 funds tracked by Wall St. Rank hold ITOT as of Q4 2019.

Cascadia Advisory Services held 10,006 shares of iShares Core S&P Total US Stock Market ETF worth $727K as of Q4 2019.
iShares Core S&P Total US Stock Market ETF was a new Cascadia Advisory Services position in Q4 2019.
iShares Core S&P Total US Stock Market ETF made up 0.21% of Cascadia Advisory Services's portfolio in Q4 2019, its #117 holding.
690 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q4 2019.

Based on Cascadia Advisory Services's 13F filing for Q4 2019, filed 11 Feb 2020.