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

Cedar 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
2018
Q4 		$812K Sell
14,312
-2,788
-16% -$171K 0.31% 68
2018
Q3 		$1.14M Buy
17,100
+4,452
+35% +$292K 0.26% 64
2018
Q2 		$791K Sell
12,648
-337
-3% -$20.9K 0.16% 87
2018
Q1 		$785K Buy
12,985
+2,820
+28% +$176K 0.16% 88
2017
Q4 		$621K Buy
10,165
+1,665
+20% +$99.2K 0.11% 92
2017
Q3 		$489K Buy
+8,500
New +$479K 0.08% 101

Other funds holding ITOT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
LMGAM
Liberty Mutual Group Asset Management Boston, Massachusetts $1.15B AUM 29.1% 1-Year Est. Return
RCAG
Rehmann Capital Advisory Group Lansing, Michigan $2.18B AUM 23.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Cedar Hill Associates's ITOT Position: Q4 2018 in Review

Cedar Hill Associates reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 16% in Q4 2018, selling an estimated $171K and leaving 14,312 shares worth $812K. The position accounts for 0.31% of the portfolio, ranked #68.

Cedar Hill Associates first reported a position in ITOT in Q3 2017 and has held it in 6 quarters since. The position peaked at $1.14M in Q3 2018. 508 funds tracked by Wall St. Rank hold ITOT as of Q4 2018.

  • Cedar Hill Associates held 14,312 shares of iShares Core S&P Total US Stock Market ETF worth $812K as of Q4 2018.
  • Cedar Hill Associates sold 2,788 iShares Core S&P Total US Stock Market ETF shares in Q4 2018, an estimated $171K.
  • iShares Core S&P Total US Stock Market ETF made up 0.31% of Cedar Hill Associates's portfolio in Q4 2018, its #68 holding.
  • Cedar Hill Associates first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2017 and has held it in 6 quarters since.
  • Cedar Hill Associates's iShares Core S&P Total US Stock Market ETF position peaked at $1.14M in Q3 2018.
  • 508 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q4 2018.

Based on Cedar Hill Associates's 13F filing for Q4 2018, filed 13 Feb 2019.