Financial Enhancement Group’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Financial Enhancement Group’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	-230	Closed	-$13K	–	274
2020 Q1	$13K	Hold	230	–	–	﹤0.01%	183
2019 Q4	$17K	Hold	230	–	–	﹤0.01%	168
2019 Q3	$15K	Hold	230	–	–	﹤0.01%	182
2019 Q2	$15K	Hold	230	–	–	﹤0.01%	179
2019 Q1	$15K	Hold	230	–	–	﹤0.01%	196
2018 Q4	$15K	Hold	230	–	–	﹤0.01%	170
2018 Q3	$15K	Hold	230	–	–	﹤0.01%	170
2018 Q2	$14K	Hold	230	–	–	﹤0.01%	165
2018 Q1	$14K	Buy	+230	New	+$14.4K	﹤0.01%	173

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 $1.52B AUM 21.38% 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

Financial Enhancement Group's ITOT Position: Q2 2020 in Review

Financial Enhancement Group sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q2 2020, closing a stake of 230 shares — an estimated $13K sold.

Financial Enhancement Group first reported a position in ITOT in Q1 2018 and held it in 9 quarters. The position peaked at $17K in Q4 2019. 684 funds tracked by Wall St. Rank hold ITOT as of Q2 2020.

Financial Enhancement Group reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q2 2020 after selling out during the quarter.
Financial Enhancement Group sold 230 iShares Core S&P Total US Stock Market ETF shares in Q2 2020, an estimated $13K.
Financial Enhancement Group first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2018 and held it in 9 quarters.
Financial Enhancement Group's iShares Core S&P Total US Stock Market ETF position peaked at $17K in Q4 2019.
684 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2020.

Based on Financial Enhancement Group's 13F filing for Q2 2020, filed 14 Aug 2020.