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HL Financial Services’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

HL Financial Services’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
Q1 		$241K Sell
3,741
-2,981
-44% -$185K ﹤0.01% 666
2018
Q4 		$382K Buy
+6,722
New +$413K 0.01% 557

Other funds holding ITOT

TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

HL Financial Services's ITOT Position: Q1 2019 in Review

HL Financial Services reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 44% in Q1 2019, selling an estimated $185K and leaving 3,741 shares worth $241K. The position accounts for ﹤0.01% of the portfolio, ranked #666.

HL Financial Services first reported a position in ITOT in Q4 2018 and has held it in 2 quarters since. The position peaked at $382K in Q4 2018. 550 funds tracked by Wall St. Rank hold ITOT as of Q1 2019.

  • HL Financial Services held 3,741 shares of iShares Core S&P Total US Stock Market ETF worth $241K as of Q1 2019.
  • HL Financial Services sold 2,981 iShares Core S&P Total US Stock Market ETF shares in Q1 2019, an estimated $185K.
  • iShares Core S&P Total US Stock Market ETF made up ﹤0.01% of HL Financial Services's portfolio in Q1 2019, its #666 holding.
  • HL Financial Services first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2018 and has held it in 2 quarters since.
  • HL Financial Services's iShares Core S&P Total US Stock Market ETF position peaked at $382K in Q4 2018.
  • 550 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2019.

Based on HL Financial Services's 13F filing for Q1 2019, filed 1 May 2019.