IFC Holdings’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

IFC Holdings’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	–	Sell	-18,761	Closed	-$1.14M	–	202
2017 Q4	$1.14M	Sell	18,761 -7,497	-29%	-$447K	0.08%	179
2017 Q3	$1.51M	Buy	26,258 +12,904	+97%	+$728K	0.11%	139
2017 Q2	$741K	Buy	13,354 +495	+4%	+$27.2K	0.06%	224
2017 Q1	$695K	Buy	12,859 +7,100	+123%	+$379K	0.06%	207
2016 Q4	$295K	Buy	5,759 +3	+0.1%	+$150	0.03%	317
2016 Q3	$286K	Buy	5,756 +712	+14%	+$35.1K	0.03%	310
2016 Q2	$241K	Hold	5,044	–	–	0.03%	323
2016 Q1	$237K	Hold	5,044	–	–	0.03%	320
2015 Q4	$234K	Buy	+5,044	New	+$236K	0.03%	318
2015 Q3	–	Sell	-4,200	Closed	-$202K	–	389
2015 Q2	$202K	Buy	+4,200	New	+$202K	0.03%	354
2015 Q1	–	Sell	-26,928	Closed	-$1.28M	–	390
2014 Q4	$1.28M	Buy	+26,928	New	+$1.23M	0.21%	104

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 New York $6.73T AUM 46.02% 1-Year Est. Return

LMGAM

Liberty Mutual Group Asset Management Boston, Massachusetts $1.15B AUM 29.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

IFC Holdings's ITOT Position: Q1 2018 in Review

IFC Holdings sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q1 2018, closing a stake of 18,761 shares — an estimated $1.14M sold.

IFC Holdings first reported a position in ITOT in Q4 2014 and held it in 11 quarters. The position peaked at $1.51M in Q3 2017. 376 funds tracked by Wall St. Rank hold ITOT as of Q1 2018.

IFC Holdings reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q1 2018 after selling out during the quarter.
IFC Holdings sold 18,761 iShares Core S&P Total US Stock Market ETF shares in Q1 2018, an estimated $1.14M.
IFC Holdings first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2014 and held it in 11 quarters.
IFC Holdings's iShares Core S&P Total US Stock Market ETF position peaked at $1.51M in Q3 2017.
376 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2018.

Based on IFC Holdings's 13F filing for Q1 2018.