Clear Perspective Advisors’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History
Bought
Maintained
Sold
Other funds holding ITOT
TAIM
MFRM
LMGAM
Clear Perspective Advisors's ITOT Position: Q3 2018 in Review
Clear Perspective Advisors sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q3 2018, closing a stake of 425 shares — an estimated $27K sold.
Clear Perspective Advisors first reported a position in ITOT in Q1 2018 and held it in 2 quarters. The position peaked at $27K in Q2 2018. 429 funds tracked by Wall St. Rank hold ITOT as of Q3 2018.
- Clear Perspective Advisors reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q3 2018 after selling out during the quarter.
- Clear Perspective Advisors sold 425 iShares Core S&P Total US Stock Market ETF shares in Q3 2018, an estimated $27K.
- Clear Perspective Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2018 and held it in 2 quarters.
- Clear Perspective Advisors's iShares Core S&P Total US Stock Market ETF position peaked at $27K in Q2 2018.
- 429 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2018.
Based on Clear Perspective Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.