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

Elevated Capital 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
2020
Q4 		– Sell
-23,503
Closed -$1.89M – 167
2020
Q3 		$1.89M Sell
23,503
-696
-3% -$51.9K 0.88% 32
2020
Q2 		$1.95M Buy
+24,199
New +$1.58M 0.92% 28
2019
Q4 		$768K Buy
+10,559
New +$735K 0.85% 36

Other funds holding ITOT

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $59.1B AUM 18.41% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Elevated Capital Advisors's ITOT Position: Q4 2020 in Review

Elevated Capital Advisors sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q4 2020, closing a stake of 23,503 shares — an estimated $1.89M sold.

Elevated Capital Advisors first reported a position in ITOT in Q4 2019 and held it in 3 quarters. The position peaked at $1.95M in Q2 2020. 805 funds tracked by Wall St. Rank hold ITOT as of Q4 2020.

  • Elevated Capital Advisors reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q4 2020 after selling out during the quarter.
  • Elevated Capital Advisors sold 23,503 iShares Core S&P Total US Stock Market ETF shares in Q4 2020, an estimated $1.89M.
  • Elevated Capital Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2019 and held it in 3 quarters.
  • Elevated Capital Advisors's iShares Core S&P Total US Stock Market ETF position peaked at $1.95M in Q2 2020.
  • 805 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q4 2020.

Based on Elevated Capital Advisors's 13F filing for Q4 2020, filed 25 Feb 2021.