Lake Point Wealth Management’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Lake Point Wealth 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	$1.81M	Buy	31,621 +27,947	+761%	+$1.92M	1.59%	12
2019 Q4	$267K	Buy	+3,674	New	+$256K	0.09%	37
2019 Q2	$66K	Hold	985	–	–	0.02%	109
2019 Q1	$66K	Sell	985 -60,534	-98%	-$3.75M	0.02%	109
2018 Q4	$3.49M	Buy	+61,519	New	+$3.78M	1.31%	16

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

Lake Point Wealth Management's ITOT Position: Q1 2020 in Review

Lake Point Wealth Management increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 761% in Q1 2020, buying an estimated $1.92M and bringing the position to 31,621 shares worth $1.81M. The position accounts for 1.59% of the portfolio, ranked #12.

Lake Point Wealth Management first reported a position in ITOT in Q4 2018 and has held it in 5 quarters since. The position peaked at $3.49M in Q4 2018. 673 funds tracked by Wall St. Rank hold ITOT as of Q1 2020.

Lake Point Wealth Management held 31,621 shares of iShares Core S&P Total US Stock Market ETF worth $1.81M as of Q1 2020.
Lake Point Wealth Management bought 27,947 iShares Core S&P Total US Stock Market ETF shares in Q1 2020, an estimated $1.92M.
iShares Core S&P Total US Stock Market ETF made up 1.59% of Lake Point Wealth Management's portfolio in Q1 2020, its #12 holding.
Lake Point Wealth Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2018 and has held it in 5 quarters since.
Lake Point Wealth Management's iShares Core S&P Total US Stock Market ETF position peaked at $3.49M in Q4 2018.
673 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2020.

Based on Lake Point Wealth Management's 13F filing for Q1 2020, filed 18 May 2020.