MYCIO Wealth Partners’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

MYCIO Wealth Partners’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	–	Sell	-695	Closed	-$51K	–	211
2019 Q4	$51K	Hold	695	–	–	﹤0.01%	394
2019 Q3	$47K	Hold	695	–	–	﹤0.01%	369
2019 Q2	$46K	Sell	695 -10,174	-94%	-$667K	﹤0.01%	346
2019 Q1	$700K	Buy	10,869 +3,557	+49%	+$221K	0.06%	133
2018 Q4	$415K	Hold	7,312	–	–	0.04%	167
2018 Q3	$487K	Buy	7,312 +3,171	+77%	+$208K	0.05%	156
2018 Q2	$259K	Buy	4,141 +695	+20%	+$43.2K	0.03%	232
2018 Q1	$208K	Buy	+3,446	New	+$215K	0.02%	228

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

MYCIO Wealth Partners's ITOT Position: Q1 2020 in Review

MYCIO Wealth Partners sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q1 2020, closing a stake of 695 shares — an estimated $51K sold.

MYCIO Wealth Partners first reported a position in ITOT in Q1 2018 and held it in 8 quarters. The position peaked at $700K in Q1 2019. 673 funds tracked by Wall St. Rank hold ITOT as of Q1 2020.

MYCIO Wealth Partners reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q1 2020 after selling out during the quarter.
MYCIO Wealth Partners sold 695 iShares Core S&P Total US Stock Market ETF shares in Q1 2020, an estimated $51K.
MYCIO Wealth Partners first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2018 and held it in 8 quarters.
MYCIO Wealth Partners's iShares Core S&P Total US Stock Market ETF position peaked at $700K in Q1 2019.
673 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2020.

Based on MYCIO Wealth Partners's 13F filing for Q1 2020, filed 14 May 2020.