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

Patriot 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
2018 Q4	$9.82M	Buy	173,058 +99,319	+135%	+$6.1M	1.44%	22
2018 Q3	$4.91M	Buy	73,739 +21,636	+42%	+$1.42M	0.62%	55
2018 Q2	$3.26M	Buy	52,103 +5,412	+12%	+$336K	0.45%	58
2018 Q1	$2.82M	Buy	46,691 +4,718	+11%	+$295K	0.4%	64
2017 Q4	$2.57M	Buy	41,973 +4,000	+11%	+$238K	0.36%	67
2017 Q3	$2.19M	Buy	37,973 +3,571	+10%	+$201K	0.35%	64
2017 Q2	$1.91M	Buy	34,402 +5,261	+18%	+$289K	0.32%	65
2017 Q1	$1.57M	Buy	29,141 +2,113	+8%	+$113K	0.25%	62
2016 Q4	$1.39M	Buy	27,028 +602	+2%	+$30.1K	0.26%	59
2016 Q3	$1.31M	Buy	26,426 +1,218	+5%	+$60.1K	0.25%	62
2016 Q2	$1.2M	Buy	25,208 +1,080	+4%	+$50.9K	0.24%	61
2016 Q1	$1.13M	Sell	24,128 -17,068	-41%	-$753K	0.23%	63
2015 Q4	$1.91M	Buy	41,196 +33,364	+426%	+$1.56M	0.4%	61
2015 Q3	$343K	Buy	+7,832	New	+$364K	0.08%	64

Other funds holding ITOT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

TAIM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

MFRM

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

LMGAM

Liberty Mutual Group Asset Management Boston, Massachusetts $1.15B AUM 29.1% 1-Year Est. Return

RCAG

Rehmann Capital Advisory Group Lansing, Michigan $2.18B AUM 23.73% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Patriot Wealth Management's ITOT Position: Q4 2018 in Review

Patriot Wealth Management increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 135% in Q4 2018, buying an estimated $6.1M and bringing the position to 173,058 shares worth $9.82M. The position accounts for 1.44% of the portfolio, ranked #22.

Patriot Wealth Management first reported a position in ITOT in Q3 2015 and has held it in 14 quarters since. 508 funds tracked by Wall St. Rank hold ITOT as of Q4 2018.

Patriot Wealth Management held 173,058 shares of iShares Core S&P Total US Stock Market ETF worth $9.82M as of Q4 2018.
Patriot Wealth Management bought 99,319 iShares Core S&P Total US Stock Market ETF shares in Q4 2018, an estimated $6.1M.
iShares Core S&P Total US Stock Market ETF made up 1.44% of Patriot Wealth Management's portfolio in Q4 2018, its #22 holding.
Patriot Wealth Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2015 and has held it in 14 quarters since.
508 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q4 2018.

Based on Patriot Wealth Management's 13F filing for Q4 2018, filed 7 Jan 2019.