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

Peterson Wealth Advisors’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
2020 Q1	–	Sell	-3,190	Closed	-$232K	–	54
2019 Q4	$232K	Sell	3,190 -213	-6%	-$14.8K	0.13%	39
2019 Q3	$228K	Sell	3,403 -271	-7%	-$18.2K	0.14%	40
2019 Q2	$245K	Buy	3,674 +18	+0.5%	+$1.18K	0.16%	38
2019 Q1	$242K	Sell	3,656 -708	-16%	-$43.9K	0.16%	39
2018 Q4	$248K	Buy	4,364 +269	+7%	+$16.5K	0.2%	36
2018 Q3	$273K	Sell	4,095 -4,797	-54%	-$314K	0.2%	38
2018 Q2	$556K	Sell	8,892 -1,302	-13%	-$80.9K	0.45%	23
2018 Q1	$616K	Sell	10,194 -1,072	-10%	-$66.9K	0.51%	27
2017 Q4	$689K	Buy	+11,266	New	+$671K	0.62%	27

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 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

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

Peterson Wealth Advisors's ITOT Position: Q1 2020 in Review

Peterson Wealth Advisors sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q1 2020, closing a stake of 3,190 shares — an estimated $232K sold.

Peterson Wealth Advisors first reported a position in ITOT in Q4 2017 and held it in 9 quarters. The position peaked at $689K in Q4 2017. 674 funds tracked by Wall St. Rank hold ITOT as of Q1 2020.

Peterson Wealth Advisors reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q1 2020 after selling out during the quarter.
Peterson Wealth Advisors sold 3,190 iShares Core S&P Total US Stock Market ETF shares in Q1 2020, an estimated $232K.
Peterson Wealth Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2017 and held it in 9 quarters.
Peterson Wealth Advisors's iShares Core S&P Total US Stock Market ETF position peaked at $689K in Q4 2017.
674 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2020.

Based on Peterson Wealth Advisors's 13F filing for Q1 2020, filed 21 Apr 2020.