Long Wharf Investors’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Long Wharf Investors’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
2014 Q2	$373K	Buy	+8,320	New	+$362K	0.29%	119

Other funds holding ITOT

AIM

Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

FWP

FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Long Wharf Investors's ITOT Position: Q2 2014 in Review

Long Wharf Investors opened a new position in iShares Core S&P Total US Stock Market ETF (ITOT) in Q2 2014: 8,320 shares worth $373K. The stake represents 0.29% of the portfolio and ranks #119 among its holdings.

81 funds tracked by Wall St. Rank hold ITOT as of Q2 2014.

Long Wharf Investors held 8,320 shares of iShares Core S&P Total US Stock Market ETF worth $373K as of Q2 2014.
iShares Core S&P Total US Stock Market ETF was a new Long Wharf Investors position in Q2 2014.
iShares Core S&P Total US Stock Market ETF made up 0.29% of Long Wharf Investors's portfolio in Q2 2014, its #119 holding.
81 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2014.

Based on Long Wharf Investors's 13F filing for Q2 2014, filed 4 Aug 2014.