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Noven Financial Group’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Noven Financial Group’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
Q3 		– Sell
-5,988
Closed -$332K – 34
2017
Q2 		$332K Buy
5,988
+13
+0.2% +$714 0.21% 25
2017
Q1 		$323K Buy
5,975
+580
+11% +$30.9K 0.21% 25
2016
Q4 		$277K Buy
5,395
+428
+9% +$21.4K 0.19% 26
2016
Q3 		$246K Buy
+4,967
New +$245K 0.17% 28

Other funds holding ITOT

MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Noven Financial Group's ITOT Position: Q3 2017 in Review

Noven Financial Group sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q3 2017, closing a stake of 5,988 shares — an estimated $332K sold.

Noven Financial Group first reported a position in ITOT in Q3 2016 and held it in 4 quarters. The position peaked at $332K in Q2 2017. 308 funds tracked by Wall St. Rank hold ITOT as of Q3 2017.

  • Noven Financial Group reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q3 2017 after selling out during the quarter.
  • Noven Financial Group sold 5,988 iShares Core S&P Total US Stock Market ETF shares in Q3 2017, an estimated $332K.
  • Noven Financial Group first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2016 and held it in 4 quarters.
  • Noven Financial Group's iShares Core S&P Total US Stock Market ETF position peaked at $332K in Q2 2017.
  • 308 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2017.

Based on Noven Financial Group's 13F filing for Q3 2017, filed 13 Nov 2017.