Intercontinental Wealth Advisors’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Intercontinental Wealth Advisors’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
2020 Q1	–	Sell	-935	Closed	-$70K	–	233
2019 Q4	$70K	Sell	935 -1,720	-65%	-$120K	0.06%	165
2019 Q3	$178K	Hold	2,655	–	–	0.11%	134
2019 Q2	$177K	Hold	2,655	–	–	0.09%	130
2019 Q1	$171K	Hold	2,655	–	–	0.08%	134
2018 Q4	$151K	Buy	+2,655	New	+$163K	0.08%	137

Other funds holding ITOT

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

MFRM

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

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

Intercontinental Wealth Advisors's ITOT Position: Q1 2020 in Review

Intercontinental Wealth Advisors sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q1 2020, closing a stake of 935 shares — an estimated $70K sold.

Intercontinental Wealth Advisors first reported a position in ITOT in Q4 2018 and held it in 5 quarters. The position peaked at $178K in Q3 2019. 673 funds tracked by Wall St. Rank hold ITOT as of Q1 2020.

Intercontinental Wealth Advisors reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q1 2020 after selling out during the quarter.
Intercontinental Wealth Advisors sold 935 iShares Core S&P Total US Stock Market ETF shares in Q1 2020, an estimated $70K.
Intercontinental Wealth Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2018 and held it in 5 quarters.
Intercontinental Wealth Advisors's iShares Core S&P Total US Stock Market ETF position peaked at $178K in Q3 2019.
673 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2020.

Based on Intercontinental Wealth Advisors's 13F filing for Q1 2020, filed 19 Jan 2021.