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

Pinnacle Advisory 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	$2.13M	Buy	23,290 +2,700	+13%	+$242K	0.1%	75
2020 Q4	$1.77M	Hold	20,590	–	–	0.11%	73
2020 Q3	$1.55M	Sell	20,590 -2,700	-12%	-$201K	0.1%	72
2020 Q2	$1.62M	Sell	23,290 -2,100	-8%	-$137K	0.11%	71
2020 Q1	$1.45M	Sell	25,390 -3,100	-11%	-$213K	0.14%	61
2019 Q4	$2.07M	Hold	28,490	–	–	0.14%	58
2019 Q3	$1.91M	Hold	28,490	–	–	0.13%	55
2019 Q2	$1.9M	Hold	28,490	–	–	0.13%	57
2019 Q1	$1.83M	Hold	28,490	–	–	0.13%	52
2018 Q4	$1.62M	Buy	28,490 +405	+1%	+$24.9K	0.12%	55
2018 Q3	$1.87M	Buy	+28,085	New	+$1.84M	0.13%	47

Other funds holding ITOT

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

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

TAIM

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

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

MFRM

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Pinnacle Advisory Group's ITOT Position: Q1 2021 in Review

Pinnacle Advisory Group increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 13% in Q1 2021, buying an estimated $242K and bringing the position to 23,290 shares worth $2.13M. The position accounts for 0.1% of the portfolio, ranked #75.

Pinnacle Advisory Group first reported a position in ITOT in Q3 2018 and has held it in 11 quarters since. 821 funds tracked by Wall St. Rank hold ITOT as of Q1 2021.

Pinnacle Advisory Group held 23,290 shares of iShares Core S&P Total US Stock Market ETF worth $2.13M as of Q1 2021.
Pinnacle Advisory Group bought 2,700 iShares Core S&P Total US Stock Market ETF shares in Q1 2021, an estimated $242K.
iShares Core S&P Total US Stock Market ETF made up 0.1% of Pinnacle Advisory Group's portfolio in Q1 2021, its #75 holding.
Pinnacle Advisory Group first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2018 and has held it in 11 quarters since.
821 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2021.

Based on Pinnacle Advisory Group's 13F filing for Q1 2021, filed 12 May 2021.