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Cornerstone Advisors (Washington)’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Cornerstone Advisors (Washington)’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 		– Sell
-760
Closed -$51K – 1222
2018
Q3 		$51K Hold
760
– – 0.03% 313
2018
Q2 		$48K Buy
+760
New +$47.2K 0.03% 305

Other funds holding ITOT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $1.25B AUM 45.27% 1-Year Est. Return
RCAG
Rehmann Capital Advisory Group Lansing, Michigan $1.92B AUM 16.97% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Cornerstone Advisors (Washington)'s ITOT Position: Q4 2018 in Review

Cornerstone Advisors (Washington) sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q4 2018, closing a stake of 760 shares — an estimated $51K sold.

Cornerstone Advisors (Washington) first reported a position in ITOT in Q2 2018 and held it in 2 quarters. The position peaked at $51K in Q3 2018. 507 funds tracked by Wall St. Rank hold ITOT as of Q4 2018.

  • Cornerstone Advisors (Washington) reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q4 2018 after selling out during the quarter.
  • Cornerstone Advisors (Washington) sold 760 iShares Core S&P Total US Stock Market ETF shares in Q4 2018, an estimated $51K.
  • Cornerstone Advisors (Washington) first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2018 and held it in 2 quarters.
  • Cornerstone Advisors (Washington)'s iShares Core S&P Total US Stock Market ETF position peaked at $51K in Q3 2018.
  • 507 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q4 2018.

Based on Cornerstone Advisors (Washington)'s 13F filing for Q4 2018, filed 16 Jan 2019.