Laurel Wealth Advisors (California)’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Laurel Wealth Advisors (California)’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	–	Sell	-22,347	Closed	-$1.55M	–	402
2020 Q2	$1.55M	Hold	22,347	–	–	0.28%	90
2020 Q1	$1.28M	Hold	22,347	–	–	0.29%	89
2019 Q4	$1.62M	Hold	22,347	–	–	0.27%	100
2019 Q3	$1.5M	Hold	22,347	–	–	0.26%	102
2019 Q2	$1.49M	Hold	22,347	–	–	0.33%	79
2019 Q1	$1.44M	Hold	22,347	–	–	0.35%	75
2018 Q4	$1.27M	Hold	22,347	–	–	0.37%	75
2018 Q3	$1.49M	Buy	+22,347	New	+$1.46M	0.37%	70

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

Laurel Wealth Advisors (California)'s ITOT Position: Q3 2020 in Review

Laurel Wealth Advisors (California) sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q3 2020, closing a stake of 22,347 shares — an estimated $1.55M sold.

Laurel Wealth Advisors (California) first reported a position in ITOT in Q3 2018 and held it in 8 quarters. The position peaked at $1.62M in Q4 2019. 692 funds tracked by Wall St. Rank hold ITOT as of Q3 2020.

Laurel Wealth Advisors (California) reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q3 2020 after selling out during the quarter.
Laurel Wealth Advisors (California) sold 22,347 iShares Core S&P Total US Stock Market ETF shares in Q3 2020, an estimated $1.55M.
Laurel Wealth Advisors (California) first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2018 and held it in 8 quarters.
Laurel Wealth Advisors (California)'s iShares Core S&P Total US Stock Market ETF position peaked at $1.62M in Q4 2019.
692 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2020.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q3 2020, filed 13 Nov 2020.