IT
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Independence Trust’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Independence 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
2017
Q4 		$1.8M Buy
29,478
+1,983
+7% +$118K 1.99% 18
2017
Q3 		$1.58M Buy
27,495
+783
+3% +$44.2K 1.81% 20
2017
Q2 		$1.48M Buy
+26,712
New +$1.47M 1.76% 20

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Independence Trust's ITOT Position: Q4 2017 in Review

Independence Trust increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 7.2% in Q4 2017, buying an estimated $118K and bringing the position to 29,478 shares worth $1.8M. The position accounts for 1.99% of the portfolio, ranked #18.

Independence Trust first reported a position in ITOT in Q2 2017 and has held it in 3 quarters since. 357 funds tracked by Wall St. Rank hold ITOT as of Q4 2017.

  • Independence Trust held 29,478 shares of iShares Core S&P Total US Stock Market ETF worth $1.8M as of Q4 2017.
  • Independence Trust bought 1,983 iShares Core S&P Total US Stock Market ETF shares in Q4 2017, an estimated $118K.
  • iShares Core S&P Total US Stock Market ETF made up 1.99% of Independence Trust's portfolio in Q4 2017, its #18 holding.
  • Independence Trust first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2017 and has held it in 3 quarters since.
  • 357 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q4 2017.

Based on Independence Trust's 13F filing for Q4 2017, filed 8 Feb 2018.