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

JOYN 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
2019
Q1 		– Sell
-15
Closed -$1K – 734
2018
Q4 		$1K Buy
15
+3
+25% +$184 ﹤0.01% 1641
2018
Q3 		$1K Buy
12
+3
+33% +$197 ﹤0.01% 1614
2018
Q2 		$1K Hold
9
– – ﹤0.01% 1596
2018
Q1 		$1K Buy
+9
New +$562 ﹤0.01% 1187

Other funds holding ITOT

TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

JOYN Advisors's ITOT Position: Q1 2019 in Review

JOYN Advisors sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q1 2019, closing a stake of 15 shares — an estimated $1K sold.

JOYN Advisors first reported a position in ITOT in Q1 2018 and held it in 4 quarters. The position peaked at $1K in Q4 2018. 550 funds tracked by Wall St. Rank hold ITOT as of Q1 2019.

  • JOYN Advisors reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q1 2019 after selling out during the quarter.
  • JOYN Advisors sold 15 iShares Core S&P Total US Stock Market ETF shares in Q1 2019, an estimated $1K.
  • JOYN Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2018 and held it in 4 quarters.
  • JOYN Advisors's iShares Core S&P Total US Stock Market ETF position peaked at $1K in Q4 2018.
  • 550 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.