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Legacy Wealth Management (Tennessee)’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Legacy Wealth Management (Tennessee)’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
2017
Q1 		– Sell
-3,121
Closed -$160K – 37
2016
Q4 		$160K Sell
3,121
-1,211
-28% -$60.6K 0.04% 11
2016
Q3 		$215K Buy
+4,332
New +$214K 0.06% 11

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MFRM
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mirae Asset Global Investments
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TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Legacy Wealth Management (Tennessee)'s ITOT Position: Q1 2017 in Review

Legacy Wealth Management (Tennessee) sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q1 2017, closing a stake of 3,121 shares — an estimated $160K sold.

Legacy Wealth Management (Tennessee) first reported a position in ITOT in Q3 2016 and held it in 2 quarters. The position peaked at $215K in Q3 2016. 269 funds tracked by Wall St. Rank hold ITOT as of Q1 2017.

  • Legacy Wealth Management (Tennessee) reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q1 2017 after selling out during the quarter.
  • Legacy Wealth Management (Tennessee) sold 3,121 iShares Core S&P Total US Stock Market ETF shares in Q1 2017, an estimated $160K.
  • Legacy Wealth Management (Tennessee) first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2016 and held it in 2 quarters.
  • Legacy Wealth Management (Tennessee)'s iShares Core S&P Total US Stock Market ETF position peaked at $215K in Q3 2016.
  • 269 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2017.

Based on Legacy Wealth Management (Tennessee)'s 13F filing for Q1 2017, filed 19 Apr 2017.