GA
ITOT icon

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

Geneva 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
2017
Q2 		$5.41M Sell
97,574
-322
-0.3% -$17.7K 0.09% 119
2017
Q1 		$5.29M Sell
97,896
-712
-0.7% -$38K 0.09% 118
2016
Q4 		$5.06M Buy
+98,608
New +$4.93M 0.1% 115

Other funds holding ITOT

TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
AC
Alleghany Corporation New York $2.21B AUM 10.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return

Geneva Advisors's ITOT Position: Q2 2017 in Review

Geneva Advisors reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.33% in Q2 2017, selling an estimated $17.7K and leaving 97,574 shares worth $5.41M. The position accounts for 0.09% of the portfolio, ranked #119.

Geneva Advisors first reported a position in ITOT in Q4 2016 and has held it in 3 quarters since. 290 funds tracked by Wall St. Rank hold ITOT as of Q2 2017.

  • Geneva Advisors held 97,574 shares of iShares Core S&P Total US Stock Market ETF worth $5.41M as of Q2 2017.
  • Geneva Advisors sold 322 iShares Core S&P Total US Stock Market ETF shares in Q2 2017, an estimated $17.7K.
  • iShares Core S&P Total US Stock Market ETF made up 0.09% of Geneva Advisors's portfolio in Q2 2017, its #119 holding.
  • Geneva Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2016 and has held it in 3 quarters since.
  • 290 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2017.

Based on Geneva Advisors's 13F filing for Q2 2017, filed 7 Aug 2017.