Janney Capital Management’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Janney Capital Management’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	-3,309	Closed	-$241K	–	193
2019 Q4	$241K	Hold	3,309	–	–	0.01%	189
2019 Q3	$222K	Hold	3,309	–	–	0.01%	196
2019 Q2	$220K	Sell	3,309 -813	-20%	-$53.3K	0.01%	191
2019 Q1	$265K	Buy	+4,122	New	+$256K	0.01%	179
2018 Q4	–	Sell	-3,309	Closed	-$220K	–	208
2018 Q3	$220K	Hold	3,309	–	–	0.01%	207
2018 Q2	$207K	Buy	+3,309	New	+$206K	0.01%	203

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

Janney Capital Management's ITOT Position: Q1 2020 in Review

Janney Capital Management sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q1 2020, closing a stake of 3,309 shares — an estimated $241K sold.

Janney Capital Management first reported a position in ITOT in Q2 2018 and held it in 6 quarters. The position peaked at $265K in Q1 2019. 673 funds tracked by Wall St. Rank hold ITOT as of Q1 2020.

Janney Capital Management reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q1 2020 after selling out during the quarter.
Janney Capital Management sold 3,309 iShares Core S&P Total US Stock Market ETF shares in Q1 2020, an estimated $241K.
Janney Capital Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2018 and held it in 6 quarters.
Janney Capital Management's iShares Core S&P Total US Stock Market ETF position peaked at $265K in Q1 2019.
673 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2020.

Based on Janney Capital Management's 13F filing for Q1 2020, filed 30 Apr 2020.