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

FDx 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 Q2	–	Sell	-4,241	Closed	-$243K	–	602
2020 Q1	$243K	Buy	4,241 +1,364	+47%	+$93.6K	0.02%	425
2019 Q4	$209K	Buy	+2,877	New	+$200K	0.01%	581
2019 Q3	–	Sell	-7,778	Closed	-$518K	–	716
2019 Q2	$518K	Sell	7,778 -1,498	-16%	-$98.2K	0.02%	472
2019 Q1	$597K	Buy	+9,276	New	+$575K	0.02%	423
2018 Q4	–	Sell	-12,975	Closed	-$865K	–	677
2018 Q3	$865K	Sell	12,975 -2,359	-15%	-$155K	0.03%	369
2018 Q2	$959K	Sell	15,334 -41,146	-73%	-$2.56M	0.03%	376
2018 Q1	$3.42M	Sell	56,480 -6,901	-11%	-$431K	0.1%	162
2017 Q4	$3.88M	Buy	63,381 +40,057	+172%	+$2.39M	0.11%	157
2017 Q3	$1.34M	Sell	23,324 -23,111	-50%	-$1.3M	0.04%	431
2017 Q2	$2.57M	Buy	46,435 +150	+0.3%	+$8.23K	0.08%	231
2017 Q1	$2.5M	Buy	46,285 +6,174	+15%	+$329K	0.08%	242
2016 Q4	$2.06M	Buy	+40,111	New	+$2.01M	0.06%	277

Other funds holding ITOT

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

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 New York $52.8B AUM 15.34% 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

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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

FDx Advisors's ITOT Position: Q2 2020 in Review

FDx Advisors sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q2 2020, closing a stake of 4,241 shares — an estimated $243K sold.

FDx Advisors first reported a position in ITOT in Q4 2016 and held it in 12 quarters. The position peaked at $3.88M in Q4 2017. 684 funds tracked by Wall St. Rank hold ITOT as of Q2 2020.

FDx Advisors reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q2 2020 after selling out during the quarter.
FDx Advisors sold 4,241 iShares Core S&P Total US Stock Market ETF shares in Q2 2020, an estimated $243K.
FDx Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2016 and held it in 12 quarters.
FDx Advisors's iShares Core S&P Total US Stock Market ETF position peaked at $3.88M in Q4 2017.
684 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2020.

Based on FDx Advisors's 13F filing for Q2 2020, filed 22 Jul 2020.