OptiFour Integrated Wealth Management’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

OptiFour Integrated Wealth 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
2019 Q4	$22.3M	Buy	307,332 +249	+0.1%	+$17.3K	15.36%	1
2019 Q3	$20.6M	Buy	307,083 +4,987	+2%	+$334K	14.62%	1
2019 Q2	$20.1M	Buy	302,096 +3,704	+1%	+$243K	14.06%	1
2019 Q1	$19.2M	Buy	298,392 +9,827	+3%	+$609K	15.69%	1
2018 Q4	$16.4M	Buy	288,565 +9,305	+3%	+$572K	14.96%	1
2018 Q3	$18.6M	Buy	279,260 +7,540	+3%	+$494K	15.32%	1
2018 Q2	$17M	Buy	271,720 +434	+0.2%	+$27K	14.68%	1
2018 Q1	$16.4M	Buy	271,286 +12,951	+5%	+$809K	13.7%	1
2017 Q4	$15.8M	Buy	+258,335	New	+$15.4M	13.21%	1

Other funds holding ITOT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

MFRM

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

OptiFour Integrated Wealth Management's ITOT Position: Q4 2019 in Review

OptiFour Integrated Wealth Management increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.08% in Q4 2019, buying an estimated $17.3K and bringing the position to 307,332 shares worth $22.3M. The position accounts for 15.36% of the portfolio, ranked #1.

OptiFour Integrated Wealth Management first reported a position in ITOT in Q4 2017 and has held it in 9 quarters since. 691 funds tracked by Wall St. Rank hold ITOT as of Q4 2019.

OptiFour Integrated Wealth Management held 307,332 shares of iShares Core S&P Total US Stock Market ETF worth $22.3M as of Q4 2019.
OptiFour Integrated Wealth Management bought 249 iShares Core S&P Total US Stock Market ETF shares in Q4 2019, an estimated $17.3K.
iShares Core S&P Total US Stock Market ETF made up 15.36% of OptiFour Integrated Wealth Management's portfolio in Q4 2019, its #1 holding.
OptiFour Integrated Wealth Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2017 and has held it in 9 quarters since.
691 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q4 2019.

Based on OptiFour Integrated Wealth Management's 13F filing for Q4 2019, filed 16 Jan 2020.