Global Wealth Management Investment Advisory’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Global Wealth Management Investment Advisory’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
2020 Q3	–	Sell	-420	Closed	-$29K	–	531
2020 Q2	$29K	Sell	420 -896	-68%	-$58.6K	0.01%	243
2020 Q1	$75K	Hold	1,316	–	–	0.04%	149
2019 Q4	$96K	Sell	1,316 -111	-8%	-$7.72K	0.04%	147
2019 Q3	$96K	Sell	1,427 -175	-11%	-$11.7K	0.04%	137
2019 Q2	$107K	Sell	1,602 -2,639	-62%	-$173K	0.05%	134
2019 Q1	$273K	Sell	4,241 -4,567	-52%	-$283K	0.14%	99
2018 Q4	$500K	Buy	+8,808	New	+$541K	0.29%	82

Other funds holding ITOT

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Global Wealth Management Investment Advisory's ITOT Position: Q3 2020 in Review

Global Wealth Management Investment Advisory sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q3 2020, closing a stake of 420 shares — an estimated $29K sold.

Global Wealth Management Investment Advisory first reported a position in ITOT in Q4 2018 and held it in 7 quarters. The position peaked at $500K in Q4 2018. 693 funds tracked by Wall St. Rank hold ITOT as of Q3 2020.

Global Wealth Management Investment Advisory reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q3 2020 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 420 iShares Core S&P Total US Stock Market ETF shares in Q3 2020, an estimated $29K.
Global Wealth Management Investment Advisory first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2018 and held it in 7 quarters.
Global Wealth Management Investment Advisory's iShares Core S&P Total US Stock Market ETF position peaked at $500K in Q4 2018.
693 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2020.

Based on Global Wealth Management Investment Advisory's 13F filing for Q3 2020, filed 16 Nov 2020.