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

Gupta Wealth 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
2016
Q1 		$120K Buy
2,566
+396
+18% +$17.5K 0.03% 302
2015
Q4 		$101K Buy
2,170
+262
+14% +$12.3K 0.03% 318
2015
Q3 		$84K Buy
1,908
+114
+6% +$5.29K 0.02% 368
2015
Q2 		$85K Buy
1,794
+1,766
+6,307% +$85K 0.02% 372
2015
Q1 		$1K Buy
+28
New +$1.32K ﹤0.01% 1099

Other funds holding ITOT

MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 39.77% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
AIM
Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Gupta Wealth Management's ITOT Position: Q1 2016 in Review

Gupta Wealth Management increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 18% in Q1 2016, buying an estimated $17.5K and bringing the position to 2,566 shares worth $120K. The position accounts for 0.03% of the portfolio, ranked #302.

Gupta Wealth Management first reported a position in ITOT in Q1 2015 and has held it in 5 quarters since. 173 funds tracked by Wall St. Rank hold ITOT as of Q1 2016.

  • Gupta Wealth Management held 2,566 shares of iShares Core S&P Total US Stock Market ETF worth $120K as of Q1 2016.
  • Gupta Wealth Management bought 396 iShares Core S&P Total US Stock Market ETF shares in Q1 2016, an estimated $17.5K.
  • iShares Core S&P Total US Stock Market ETF made up 0.03% of Gupta Wealth Management's portfolio in Q1 2016, its #302 holding.
  • Gupta Wealth Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2015 and has held it in 5 quarters since.
  • 173 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.