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

Hefty Wealth 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
Q1 		$9.57M Sell
158,264
-7,520
-5% -$470K 6.16% 1
2017
Q4 		$10.1M Buy
165,784
+3,787
+2% +$226K 6.28% 1
2017
Q3 		$9.34M Buy
+161,997
New +$9.14M 6.17% 1

Other funds holding ITOT

TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LMGAM
Liberty Mutual Group Asset Management Boston, Massachusetts $1.25B AUM 45.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Hefty Wealth Partners's ITOT Position: Q1 2018 in Review

Hefty Wealth Partners reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 4.5% in Q1 2018, selling an estimated $470K and leaving 158,264 shares worth $9.57M. The position accounts for 6.16% of the portfolio, ranked #1.

Hefty Wealth Partners first reported a position in ITOT in Q3 2017 and has held it in 3 quarters since. The position peaked at $10.1M in Q4 2017. 375 funds tracked by Wall St. Rank hold ITOT as of Q1 2018.

  • Hefty Wealth Partners held 158,264 shares of iShares Core S&P Total US Stock Market ETF worth $9.57M as of Q1 2018.
  • Hefty Wealth Partners sold 7,520 iShares Core S&P Total US Stock Market ETF shares in Q1 2018, an estimated $470K.
  • iShares Core S&P Total US Stock Market ETF made up 6.16% of Hefty Wealth Partners's portfolio in Q1 2018, its #1 holding.
  • Hefty Wealth Partners first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2017 and has held it in 3 quarters since.
  • Hefty Wealth Partners's iShares Core S&P Total US Stock Market ETF position peaked at $10.1M in Q4 2017.
  • 375 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2018.

Based on Hefty Wealth Partners's 13F filing for Q1 2018, filed 2 Apr 2018.