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

Fortis 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
2019 Q3	–	Sell	-896	Closed	-$60K	–	328
2019 Q2	$60K	Buy	896 +4	+0.4%	+$262	0.03%	216
2019 Q1	$57K	Buy	892 +5	+0.6%	+$310	0.03%	207
2018 Q4	$50K	Buy	887 +360	+68%	+$22.1K	0.03%	211
2018 Q3	$35K	Buy	527 +2	+0.4%	+$131	0.02%	225
2018 Q2	$33K	Hold	525	–	–	0.02%	226
2018 Q1	$32K	Buy	525 +2	+0.4%	+$125	0.02%	192
2017 Q4	$32K	Buy	523 +5	+1%	+$298	0.02%	196
2017 Q3	$30K	Buy	+518	New	+$29.2K	0.02%	183

Other funds holding ITOT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Fortis Advisors's ITOT Position: Q3 2019 in Review

Fortis Advisors sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q3 2019, closing a stake of 896 shares — an estimated $60K sold.

Fortis Advisors first reported a position in ITOT in Q3 2017 and held it in 8 quarters. The position peaked at $60K in Q2 2019. 583 funds tracked by Wall St. Rank hold ITOT as of Q3 2019.

Fortis Advisors reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q3 2019 after selling out during the quarter.
Fortis Advisors sold 896 iShares Core S&P Total US Stock Market ETF shares in Q3 2019, an estimated $60K.
Fortis Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2017 and held it in 8 quarters.
Fortis Advisors's iShares Core S&P Total US Stock Market ETF position peaked at $60K in Q2 2019.
583 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2019.

Based on Fortis Advisors's 13F filing for Q3 2019, filed 14 Nov 2019.