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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q2
$1.26M Buy
20,201
+1,250
+7% +$77.7K 0.11% 144
2018
Q1
$1.15M Buy
18,951
+18,173
+2,336% +$1.13M 0.11% 150
2017
Q4
$47K Buy
+778
New +$46.4K ﹤0.01% 527

Other funds holding ITOT

Edge Advisors's ITOT Position: Q2 2018 in Review

Edge Advisors increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 6.6% in Q2 2018, buying an estimated $77.7K and bringing the position to 20,201 shares worth $1.26M. The position accounts for 0.11% of the portfolio, ranked #144.

Edge Advisors first reported a position in ITOT in Q4 2017 and has held it in 3 quarters since. 402 funds tracked by Wall St. Rank hold ITOT as of Q2 2018.

  • Edge Advisors held 20,201 shares of iShares Core S&P Total US Stock Market ETF worth $1.26M as of Q2 2018.
  • Edge Advisors bought 1,250 iShares Core S&P Total US Stock Market ETF shares in Q2 2018, an estimated $77.7K.
  • iShares Core S&P Total US Stock Market ETF made up 0.11% of Edge Advisors's portfolio in Q2 2018, its #144 holding.
  • Edge Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2017 and has held it in 3 quarters since.
  • 402 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2018.

Based on Edge Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.