Oak Point Wealth Management’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History
Bought
Maintained
Sold
Other funds holding ITOT
TAIM
MFRM
LMGAM
Oak Point Wealth Management's ITOT Position: Q1 2018 in Review
Oak Point Wealth Management increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 19% in Q1 2018, buying an estimated $889K and bringing the position to 89,680 shares worth $5.3M. The position accounts for 5.41% of the portfolio, ranked #1.
Oak Point Wealth Management first reported a position in ITOT in Q4 2017 and has held it in 2 quarters since. 376 funds tracked by Wall St. Rank hold ITOT as of Q1 2018.
- Oak Point Wealth Management held 89,680 shares of iShares Core S&P Total US Stock Market ETF worth $5.3M as of Q1 2018.
- Oak Point Wealth Management bought 14,229 iShares Core S&P Total US Stock Market ETF shares in Q1 2018, an estimated $889K.
- iShares Core S&P Total US Stock Market ETF made up 5.41% of Oak Point Wealth Management's portfolio in Q1 2018, its #1 holding.
- Oak Point Wealth Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2017 and has held it in 2 quarters since.
- 376 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2018.
Based on Oak Point Wealth Management's 13F filing for Q1 2018, filed 30 Apr 2018.