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Column Capital Advisors’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Column Capital Advisors’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
2021
Q1 		– Sell
-37
Closed -$3K – 725
2020
Q4 		$3K Sell
37
-73
-66% -$5.91K ﹤0.01% 575
2020
Q3 		$8K Hold
110
– – ﹤0.01% 476
2020
Q2 		$7K Hold
110
– – ﹤0.01% 527
2020
Q1 		$6K Hold
110
– – ﹤0.01% 469
2019
Q4 		$7K Buy
+110
New +$7.65K ﹤0.01% 494

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Column Capital Advisors's ITOT Position: Q1 2021 in Review

Column Capital Advisors sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q1 2021, closing a stake of 37 shares — an estimated $3K sold.

Column Capital Advisors first reported a position in ITOT in Q4 2019 and held it in 5 quarters. The position peaked at $8K in Q3 2020. 820 funds tracked by Wall St. Rank hold ITOT as of Q1 2021.

  • Column Capital Advisors reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q1 2021 after selling out during the quarter.
  • Column Capital Advisors sold 37 iShares Core S&P Total US Stock Market ETF shares in Q1 2021, an estimated $3K.
  • Column Capital Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2019 and held it in 5 quarters.
  • Column Capital Advisors's iShares Core S&P Total US Stock Market ETF position peaked at $8K in Q3 2020.
  • 820 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2021.

Based on Column Capital Advisors's 13F filing for Q1 2021, filed 10 May 2021.