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Forward Management’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Forward Management’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
2017
Q3 		– Sell
-11
Closed -$1K – 220
2017
Q2 		$1K Buy
+11
New +$604 ﹤0.01% 211

Other funds holding ITOT

MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Forward Management's ITOT Position: Q3 2017 in Review

Forward Management sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q3 2017, closing a stake of 11 shares — an estimated $1K sold.

Forward Management first reported a position in ITOT in Q2 2017 and held it in 1 quarter. The position peaked at $1K in Q2 2017. 308 funds tracked by Wall St. Rank hold ITOT as of Q3 2017.

  • Forward Management reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q3 2017 after selling out during the quarter.
  • Forward Management sold 11 iShares Core S&P Total US Stock Market ETF shares in Q3 2017, an estimated $1K.
  • Forward Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2017 and held it in 1 quarter.
  • Forward Management's iShares Core S&P Total US Stock Market ETF position peaked at $1K in Q2 2017.
  • 308 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2017.

Based on Forward Management's 13F filing for Q3 2017, filed 2 Nov 2017.