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

Intrua Financial’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
Q3 		– Sell
-2,801
Closed -$213K – 231
2020
Q2 		$213K Buy
+2,801
New +$183K 0.08% 220

Other funds holding ITOT

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
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Intrua Financial's ITOT Position: Q3 2020 in Review

Intrua Financial sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q3 2020, closing a stake of 2,801 shares — an estimated $213K sold.

Intrua Financial first reported a position in ITOT in Q2 2020 and held it in 1 quarter. The position peaked at $213K in Q2 2020. 692 funds tracked by Wall St. Rank hold ITOT as of Q3 2020.

  • Intrua Financial reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q3 2020 after selling out during the quarter.
  • Intrua Financial sold 2,801 iShares Core S&P Total US Stock Market ETF shares in Q3 2020, an estimated $213K.
  • Intrua Financial first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2020 and held it in 1 quarter.
  • Intrua Financial's iShares Core S&P Total US Stock Market ETF position peaked at $213K in Q2 2020.
  • 692 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2020.

Based on Intrua Financial's 13F filing for Q3 2020, filed 16 Nov 2020.