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

FLC 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
Q2 		– Sell
-4,471
Closed -$249K – 130
2020
Q1 		$249K Buy
+4,471
New +$307K 0.12% 93

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

FLC Capital Advisors's ITOT Position: Q2 2020 in Review

FLC Capital Advisors sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q2 2020, closing a stake of 4,471 shares — an estimated $249K sold.

FLC Capital Advisors first reported a position in ITOT in Q1 2020 and held it in 1 quarter. The position peaked at $249K in Q1 2020. 686 funds tracked by Wall St. Rank hold ITOT as of Q2 2020.

  • FLC Capital Advisors reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q2 2020 after selling out during the quarter.
  • FLC Capital Advisors sold 4,471 iShares Core S&P Total US Stock Market ETF shares in Q2 2020, an estimated $249K.
  • FLC Capital Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2020 and held it in 1 quarter.
  • FLC Capital Advisors's iShares Core S&P Total US Stock Market ETF position peaked at $249K in Q1 2020.
  • 686 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2020.

Based on FLC Capital Advisors's 13F filing for Q2 2020, filed 10 Jul 2020.