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

Girard Partners’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
Q4 		– Sell
-86
Closed -$5K – 512
2018
Q3 		$5K Buy
+86
New +$5.63K ﹤0.01% 836

Other funds holding ITOT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
LMGAM
Liberty Mutual Group Asset Management Boston, Massachusetts $1.15B AUM 29.1% 1-Year Est. Return
RCAG
Rehmann Capital Advisory Group Lansing, Michigan $2.18B AUM 23.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Girard Partners's ITOT Position: Q4 2018 in Review

Girard Partners sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q4 2018, closing a stake of 86 shares — an estimated $5K sold.

Girard Partners first reported a position in ITOT in Q3 2018 and held it in 1 quarter. The position peaked at $5K in Q3 2018. 508 funds tracked by Wall St. Rank hold ITOT as of Q4 2018.

  • Girard Partners reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q4 2018 after selling out during the quarter.
  • Girard Partners sold 86 iShares Core S&P Total US Stock Market ETF shares in Q4 2018, an estimated $5K.
  • Girard Partners first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2018 and held it in 1 quarter.
  • Girard Partners's iShares Core S&P Total US Stock Market ETF position peaked at $5K in Q3 2018.
  • 508 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q4 2018.

Based on Girard Partners's 13F filing for Q4 2018, filed 11 Feb 2019.