High Point Bank & Trust’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

High Point Bank & Trust’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 Q4	$236K	Hold	4,600	–	–	0.08%	122
2016 Q3	$228K	Hold	4,600	–	–	0.06%	121
2016 Q2	$219K	Hold	4,600	–	–	0.06%	122
2016 Q1	$215K	Hold	4,600	–	–	0.06%	123
2015 Q4	$214K	Hold	4,600	–	–	0.06%	125
2015 Q3	$201K	Hold	4,600	–	–	0.06%	132
2015 Q2	$217K	Hold	4,600	–	–	0.06%	136
2015 Q1	$218K	Hold	4,600	–	–	0.06%	139
2014 Q4	$216K	Hold	4,600	–	–	0.07%	140
2014 Q3	$206K	Hold	4,600	–	–	0.07%	140
2014 Q2	$206K	Hold	4,600	–	–	0.07%	143
2014 Q1	$197K	Hold	4,600	–	–	0.06%	147
2013 Q4	$195K	Hold	4,600	–	–	0.06%	142
2013 Q3	$177K	Hold	4,600	–	–	0.06%	148
2013 Q2	$168K	Buy	+4,600	New	+$169K	0.06%	150

Other funds holding ITOT

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

MFRM

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

BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return

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

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

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

High Point Bank & Trust's ITOT Position: Q4 2016 in Review

High Point Bank & Trust held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q4 2016 at 4,600 shares worth $236K. The position accounts for 0.08% of the portfolio, ranked #122.

High Point Bank & Trust first reported a position in ITOT in Q2 2013 and has held it in 15 quarters since. 251 funds tracked by Wall St. Rank hold ITOT as of Q4 2016.

High Point Bank & Trust held 4,600 shares of iShares Core S&P Total US Stock Market ETF worth $236K as of Q4 2016.
High Point Bank & Trust left its iShares Core S&P Total US Stock Market ETF share count unchanged in Q4 2016.
iShares Core S&P Total US Stock Market ETF made up 0.08% of High Point Bank & Trust's portfolio in Q4 2016, its #122 holding.
High Point Bank & Trust first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2013 and has held it in 15 quarters since.
251 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q4 2016.

Based on High Point Bank & Trust's 13F filing for Q4 2016, filed 28 Feb 2017.