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

KLS Professional Advisors Group’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
Q2 		$445M Buy
6,674,396
+4,299,754
+181% +$282M 20.68% 2
2019
Q1 		$153M Buy
2,374,642
+62,945
+3% +$3.9M 8.38% 5
2018
Q4 		$131M Buy
+2,311,697
New +$142M 7.92% 5

Other funds holding ITOT

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

KLS Professional Advisors Group's ITOT Position: Q2 2019 in Review

KLS Professional Advisors Group increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 181% in Q2 2019, buying an estimated $282M and bringing the position to 6,674,396 shares worth $445M. The position accounts for 20.68% of the portfolio, ranked #2.

KLS Professional Advisors Group first reported a position in ITOT in Q4 2018 and has held it in 3 quarters since. 563 funds tracked by Wall St. Rank hold ITOT as of Q2 2019.

  • KLS Professional Advisors Group held 6,674,396 shares of iShares Core S&P Total US Stock Market ETF worth $445M as of Q2 2019.
  • KLS Professional Advisors Group bought 4,299,754 iShares Core S&P Total US Stock Market ETF shares in Q2 2019, an estimated $282M.
  • iShares Core S&P Total US Stock Market ETF made up 20.68% of KLS Professional Advisors Group's portfolio in Q2 2019, its #2 holding.
  • KLS Professional Advisors Group first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2018 and has held it in 3 quarters since.
  • 563 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2019.

Based on KLS Professional Advisors Group's 13F filing for Q2 2019, filed 9 Jul 2019.