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

CT Financial 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
2017 Q1	$8.24K	Buy	152 +28	+23%	+$1.49K	0.01%	469
2016 Q4	$6.37K	Hold	124	–	–	﹤0.01%	489
2016 Q3	$6.14K	Buy	124 +40	+48%	+$1.97K	﹤0.01%	487
2016 Q2	$4K	Buy	84 +8	+11%	+$377	﹤0.01%	525
2016 Q1	$3.55K	Hold	76	–	–	﹤0.01%	534
2015 Q4	$3.53K	Hold	76	–	–	﹤0.01%	537
2015 Q3	$3.33K	Hold	76	–	–	﹤0.01%	551
2015 Q2	$3.59K	Buy	76 +6	+9%	+$289	﹤0.01%	547
2015 Q1	$3.32K	Hold	70	–	–	﹤0.01%	548
2014 Q4	$3.29K	Buy	+70	New	+$3.21K	﹤0.01%	454
2014 Q1	$3.32K	Buy	+70	New	+$2.95K	﹤0.01%	548

Other funds holding ITOT

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

CT Financial Advisors's ITOT Position: Q1 2017 in Review

CT Financial Advisors increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 23% in Q1 2017, buying an estimated $1.49K and bringing the position to 152 shares worth $8.24K. The position accounts for 0.01% of the portfolio, ranked #469.

CT Financial Advisors first reported a position in ITOT in Q1 2014 and has held it in 11 quarters since. 269 funds tracked by Wall St. Rank hold ITOT as of Q1 2017.

CT Financial Advisors held 152 shares of iShares Core S&P Total US Stock Market ETF worth $8.24K as of Q1 2017.
CT Financial Advisors bought 28 iShares Core S&P Total US Stock Market ETF shares in Q1 2017, an estimated $1.49K.
iShares Core S&P Total US Stock Market ETF made up 0.01% of CT Financial Advisors's portfolio in Q1 2017, its #469 holding.
CT Financial Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2014 and has held it in 11 quarters since.
269 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2017.

Based on CT Financial Advisors's 13F filing for Q1 2017, filed 7 Apr 2017.