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Dowling & Yahnke’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Dowling & Yahnke’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
Q1 		– Sell
-1,062
Closed -$77K – 343
2019
Q4 		$77K Buy
+1,062
New +$73.9K 0.01% 308

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dowling & Yahnke's ITOT Position: Q1 2020 in Review

Dowling & Yahnke sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q1 2020, closing a stake of 1,062 shares — an estimated $77K sold.

Dowling & Yahnke first reported a position in ITOT in Q4 2019 and held it in 1 quarter. The position peaked at $77K in Q4 2019. 673 funds tracked by Wall St. Rank hold ITOT as of Q1 2020.

  • Dowling & Yahnke reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q1 2020 after selling out during the quarter.
  • Dowling & Yahnke sold 1,062 iShares Core S&P Total US Stock Market ETF shares in Q1 2020, an estimated $77K.
  • Dowling & Yahnke first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2019 and held it in 1 quarter.
  • Dowling & Yahnke's iShares Core S&P Total US Stock Market ETF position peaked at $77K in Q4 2019.
  • 673 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2020.

Based on Dowling & Yahnke's 13F filing for Q1 2020, filed 15 May 2020.