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Clarius Group LLC’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Clarius Group LLC’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
Q1 		– Sell
-13,274
Closed -$984K – 282
2019
Q4 		$984K Hold
13,274
– – 0.16% 77
2019
Q3 		$890K Buy
+13,274
New +$889K 0.16% 80
2019
Q1 		– Sell
-9,602
Closed -$545K – 210
2018
Q4 		$545K Buy
+9,602
New +$590K 0.2% 61

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Clarius Group LLC's ITOT Position: Q1 2020 in Review

Clarius Group LLC sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q1 2020, closing a stake of 13,274 shares — an estimated $984K sold.

Clarius Group LLC first reported a position in ITOT in Q4 2018 and held it in 3 quarters. The position peaked at $984K in Q4 2019. 674 funds tracked by Wall St. Rank hold ITOT as of Q1 2020.

  • Clarius Group LLC reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q1 2020 after selling out during the quarter.
  • Clarius Group LLC sold 13,274 iShares Core S&P Total US Stock Market ETF shares in Q1 2020, an estimated $984K.
  • Clarius Group LLC first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2018 and held it in 3 quarters.
  • Clarius Group LLC's iShares Core S&P Total US Stock Market ETF position peaked at $984K in Q4 2019.
  • 674 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2020.

Based on Clarius Group LLC's 13F filing for Q1 2020, filed 24 Apr 2020.