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Griffin Asset Management’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Griffin Asset Management’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
Q3 		– Sell
-247
Closed -$16K – 350
2019
Q2 		$16K Buy
+247
New +$16.2K ﹤0.01% 445

Other funds holding ITOT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 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 $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Griffin Asset Management's ITOT Position: Q3 2019 in Review

Griffin Asset Management sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q3 2019, closing a stake of 247 shares — an estimated $16K sold.

Griffin Asset Management first reported a position in ITOT in Q2 2019 and held it in 1 quarter. The position peaked at $16K in Q2 2019. 581 funds tracked by Wall St. Rank hold ITOT as of Q3 2019.

  • Griffin Asset Management reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q3 2019 after selling out during the quarter.
  • Griffin Asset Management sold 247 iShares Core S&P Total US Stock Market ETF shares in Q3 2019, an estimated $16K.
  • Griffin Asset Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2019 and held it in 1 quarter.
  • Griffin Asset Management's iShares Core S&P Total US Stock Market ETF position peaked at $16K in Q2 2019.
  • 581 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2019.

Based on Griffin Asset Management's 13F filing for Q3 2019, filed 5 Nov 2019.