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

Kays Financial Advisory’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	$572K	Sell	7,572 -1,397	-16%	-$104K	0.09%	65
2020 Q2	$623K	Sell	8,969 -14,666	-62%	-$959K	0.11%	62
2020 Q1	$1.35M	Buy	+23,635	New	+$1.62M	0.28%	48

Other funds holding ITOT

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

TAIM

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

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

MFRM

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kays Financial Advisory's ITOT Position: Q3 2020 in Review

Kays Financial Advisory reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 16% in Q3 2020, selling an estimated $104K and leaving 7,572 shares worth $572K. The position accounts for 0.09% of the portfolio, ranked #65.

Kays Financial Advisory first reported a position in ITOT in Q1 2020 and has held it in 3 quarters since. The position peaked at $1.35M in Q1 2020. 692 funds tracked by Wall St. Rank hold ITOT as of Q3 2020.

Kays Financial Advisory held 7,572 shares of iShares Core S&P Total US Stock Market ETF worth $572K as of Q3 2020.
Kays Financial Advisory sold 1,397 iShares Core S&P Total US Stock Market ETF shares in Q3 2020, an estimated $104K.
iShares Core S&P Total US Stock Market ETF made up 0.09% of Kays Financial Advisory's portfolio in Q3 2020, its #65 holding.
Kays Financial Advisory first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2020 and has held it in 3 quarters since.
Kays Financial Advisory's iShares Core S&P Total US Stock Market ETF position peaked at $1.35M in Q1 2020.
692 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2020.

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