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

FRG Family Wealth 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
2018
Q3 		– Sell
-4,607
Closed -$288K – 146
2018
Q2 		$288K Buy
+4,607
New +$286K 0.09% 131

Other funds holding ITOT

TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LMGAM
Liberty Mutual Group Asset Management Boston, Massachusetts $1.25B AUM 45.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

FRG Family Wealth Advisors's ITOT Position: Q3 2018 in Review

FRG Family Wealth Advisors sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q3 2018, closing a stake of 4,607 shares — an estimated $288K sold.

FRG Family Wealth Advisors first reported a position in ITOT in Q2 2018 and held it in 1 quarter. The position peaked at $288K in Q2 2018. 429 funds tracked by Wall St. Rank hold ITOT as of Q3 2018.

  • FRG Family Wealth Advisors reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q3 2018 after selling out during the quarter.
  • FRG Family Wealth Advisors sold 4,607 iShares Core S&P Total US Stock Market ETF shares in Q3 2018, an estimated $288K.
  • FRG Family Wealth Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2018 and held it in 1 quarter.
  • FRG Family Wealth Advisors's iShares Core S&P Total US Stock Market ETF position peaked at $288K in Q2 2018.
  • 429 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2018.

Based on FRG Family Wealth Advisors's 13F filing for Q3 2018, filed 2 Mar 2022.