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

Gainplan’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
Q4 		– Sell
-298
Closed -$20K – 58
2019
Q3 		$20K Buy
+298
New +$20K 0.01% 40

Other funds holding ITOT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
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
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Gainplan's ITOT Position: Q4 2019 in Review

Gainplan sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q4 2019, closing a stake of 298 shares — an estimated $20K sold.

Gainplan first reported a position in ITOT in Q3 2019 and held it in 1 quarter. The position peaked at $20K in Q3 2019. 691 funds tracked by Wall St. Rank hold ITOT as of Q4 2019.

  • Gainplan reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q4 2019 after selling out during the quarter.
  • Gainplan sold 298 iShares Core S&P Total US Stock Market ETF shares in Q4 2019, an estimated $20K.
  • Gainplan first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2019 and held it in 1 quarter.
  • Gainplan's iShares Core S&P Total US Stock Market ETF position peaked at $20K in Q3 2019.
  • 691 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q4 2019.

Based on Gainplan's 13F filing for Q4 2019, filed 15 Jan 2020.