Edgewood Management
ITOT icon

Edgewood Management’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Edgewood Management’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
2019
Q1 		– Sell
-19,475
Closed -$1.1M – 68
2018
Q4 		$1.1M Buy
+19,475
New +$1.2M ﹤0.01% 48

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MFRM
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Envestnet Asset Management
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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Edgewood Management's ITOT Position: Q1 2019 in Review

Edgewood Management sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q1 2019, closing a stake of 19,475 shares — an estimated $1.1M sold.

Edgewood Management first reported a position in ITOT in Q4 2018 and held it in 1 quarter. The position peaked at $1.1M in Q4 2018. 550 funds tracked by Wall St. Rank hold ITOT as of Q1 2019.

  • Edgewood Management reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q1 2019 after selling out during the quarter.
  • Edgewood Management sold 19,475 iShares Core S&P Total US Stock Market ETF shares in Q1 2019, an estimated $1.1M.
  • Edgewood Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2018 and held it in 1 quarter.
  • Edgewood Management's iShares Core S&P Total US Stock Market ETF position peaked at $1.1M in Q4 2018.
  • 550 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2019.

Based on Edgewood Management's 13F filing for Q1 2019, filed 13 May 2019.