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ITOT icon

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

FutureAdvisor’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
2015
Q3 		$317K Sell
7,242
-898
-11% -$41.7K 0.05% 47
2015
Q2 		$388K Buy
8,140
+2,600
+47% +$125K 0.07% 41
2015
Q1 		$260K Buy
+5,540
New +$261K 0.06% 52

Other funds holding ITOT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return
AIM
Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
ACM
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

FutureAdvisor's ITOT Position: Q3 2015 in Review

FutureAdvisor reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 11% in Q3 2015, selling an estimated $41.7K and leaving 7,242 shares worth $317K. The position accounts for 0.05% of the portfolio, ranked #47.

FutureAdvisor first reported a position in ITOT in Q1 2015 and has held it in 3 quarters since. The position peaked at $388K in Q2 2015. 143 funds tracked by Wall St. Rank hold ITOT as of Q3 2015.

  • FutureAdvisor held 7,242 shares of iShares Core S&P Total US Stock Market ETF worth $317K as of Q3 2015.
  • FutureAdvisor sold 898 iShares Core S&P Total US Stock Market ETF shares in Q3 2015, an estimated $41.7K.
  • iShares Core S&P Total US Stock Market ETF made up 0.05% of FutureAdvisor's portfolio in Q3 2015, its #47 holding.
  • FutureAdvisor first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2015 and has held it in 3 quarters since.
  • FutureAdvisor's iShares Core S&P Total US Stock Market ETF position peaked at $388K in Q2 2015.
  • 143 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2015.

Based on FutureAdvisor's 13F filing for Q3 2015, filed 17 Nov 2015.