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

Copperleaf Capital’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
Q4 		– Sell
-46,289
Closed -$3.49M – 56
2020
Q3 		$3.49M Sell
46,289
-3,373
-7% -$252K 3.36% 8
2020
Q2 		$3.45M Sell
49,662
-10,657
-18% -$697K 3.58% 8
2020
Q1 		$3.45M Sell
60,319
-23,939
-28% -$1.64M 4.14% 6
2019
Q4 		$6.13M Buy
+84,258
New +$5.86M 6.21% 4

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
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
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

Copperleaf Capital's ITOT Position: Q4 2020 in Review

Copperleaf Capital sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q4 2020, closing a stake of 46,289 shares — an estimated $3.49M sold.

Copperleaf Capital first reported a position in ITOT in Q4 2019 and held it in 4 quarters. The position peaked at $6.13M in Q4 2019. 804 funds tracked by Wall St. Rank hold ITOT as of Q4 2020.

  • Copperleaf Capital reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q4 2020 after selling out during the quarter.
  • Copperleaf Capital sold 46,289 iShares Core S&P Total US Stock Market ETF shares in Q4 2020, an estimated $3.49M.
  • Copperleaf Capital first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2019 and held it in 4 quarters.
  • Copperleaf Capital's iShares Core S&P Total US Stock Market ETF position peaked at $6.13M in Q4 2019.
  • 804 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q4 2020.

Based on Copperleaf Capital's 13F filing for Q4 2020, filed 4 Feb 2021.