Maxim Capital Management’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Maxim Capital 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 Q2	$1.06M	Buy	14,502 +1,598	+12%	+$104K	0.94%	19
2020 Q1	$738K	Buy	12,904 +18	+0.1%	+$1.24K	0.77%	20
2019 Q4	$731K	Sell	12,886 -10,695	-45%	-$744K	0.76%	20
2019 Q3	$1.58M	Buy	23,581 +342	+1%	+$22.9K	1.43%	16
2019 Q2	$1.55M	Buy	23,239 +119	+0.5%	+$7.8K	1.45%	16
2019 Q1	$1.49M	Buy	23,120 +10,234	+79%	+$635K	1.39%	16
2018 Q4	$731K	Buy	+12,886	New	+$792K	0.76%	20

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

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

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

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Maxim Capital Management's ITOT Position: Q2 2020 in Review

Maxim Capital Management increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 12% in Q2 2020, buying an estimated $104K and bringing the position to 14,502 shares worth $1.06M. The position accounts for 0.94% of the portfolio, ranked #19.

Maxim Capital Management first reported a position in ITOT in Q4 2018 and has held it in 7 quarters since. The position peaked at $1.58M in Q3 2019. 684 funds tracked by Wall St. Rank hold ITOT as of Q2 2020.

Maxim Capital Management held 14,502 shares of iShares Core S&P Total US Stock Market ETF worth $1.06M as of Q2 2020.
Maxim Capital Management bought 1,598 iShares Core S&P Total US Stock Market ETF shares in Q2 2020, an estimated $104K.
iShares Core S&P Total US Stock Market ETF made up 0.94% of Maxim Capital Management's portfolio in Q2 2020, its #19 holding.
Maxim Capital Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2018 and has held it in 7 quarters since.
Maxim Capital Management's iShares Core S&P Total US Stock Market ETF position peaked at $1.58M in Q3 2019.
684 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2020.

Based on Maxim Capital Management's 13F filing for Q2 2020, filed 14 Aug 2020.