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

Pinnacle Wealth Management 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
2020 Q1	–	Sell	-5,570	Closed	-$405K	–	180
2019 Q4	$405K	Sell	5,570 -150	-3%	-$10.4K	0.15%	125
2019 Q3	$384K	Sell	5,720 -419	-7%	-$28.1K	0.16%	117
2019 Q2	$409K	Buy	+6,139	New	+$402K	0.17%	120

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

Pinnacle Wealth Management Advisory Group's ITOT Position: Q1 2020 in Review

Pinnacle Wealth Management Advisory Group sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q1 2020, closing a stake of 5,570 shares — an estimated $405K sold.

Pinnacle Wealth Management Advisory Group first reported a position in ITOT in Q2 2019 and held it in 3 quarters. The position peaked at $409K in Q2 2019. 673 funds tracked by Wall St. Rank hold ITOT as of Q1 2020.

Pinnacle Wealth Management Advisory Group reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q1 2020 after selling out during the quarter.
Pinnacle Wealth Management Advisory Group sold 5,570 iShares Core S&P Total US Stock Market ETF shares in Q1 2020, an estimated $405K.
Pinnacle Wealth Management Advisory Group first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2019 and held it in 3 quarters.
Pinnacle Wealth Management Advisory Group's iShares Core S&P Total US Stock Market ETF position peaked at $409K in Q2 2019.
673 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2020.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q1 2020, filed 8 May 2020.