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

OmniStar 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
2021 Q1	–	Sell	-4,683	Closed	-$404K	–	118
2020 Q4	$404K	Buy	+4,683	New	+$379K	0.28%	97
2020 Q2	–	Sell	-8,595	Closed	-$492K	–	216
2020 Q1	$492K	Sell	8,595 -6,346	-42%	-$435K	0.48%	64
2019 Q4	$1.09M	Buy	14,941 +1,846	+14%	+$128K	0.92%	41
2019 Q3	$878K	Sell	13,095 -1,153	-8%	-$77.3K	0.77%	49
2019 Q2	$949K	Buy	14,248 +1,590	+13%	+$104K	0.85%	49
2019 Q1	$815K	Buy	+12,658	New	+$785K	0.72%	53
2018 Q4	–	Sell	-3,104	Closed	-$207K	–	120
2018 Q3	$207K	Buy	+3,104	New	+$203K	0.16%	135
2018 Q1	–	Sell	-3,679	Closed	-$224K	–	102
2017 Q4	$224K	Buy	+3,679	New	+$219K	0.21%	95

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

SVB Wealth Boston, Massachusetts $1.52B AUM 21.38% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

OmniStar Financial Group's ITOT Position: Q1 2021 in Review

OmniStar Financial Group sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q1 2021, closing a stake of 4,683 shares — an estimated $404K sold.

OmniStar Financial Group first reported a position in ITOT in Q4 2017 and held it in 8 quarters. The position peaked at $1.09M in Q4 2019. 820 funds tracked by Wall St. Rank hold ITOT as of Q1 2021.

OmniStar Financial Group reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q1 2021 after selling out during the quarter.
OmniStar Financial Group sold 4,683 iShares Core S&P Total US Stock Market ETF shares in Q1 2021, an estimated $404K.
OmniStar Financial Group first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2017 and held it in 8 quarters.
OmniStar Financial Group's iShares Core S&P Total US Stock Market ETF position peaked at $1.09M in Q4 2019.
820 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2021.

Based on OmniStar Financial Group's 13F filing for Q1 2021, filed 13 May 2021.