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

Planning Solutions 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
2019
Q2 		$2.59M Sell
38,856
-480
-1% -$31.5K 1.33% 17
2019
Q1 		$2.53M Buy
39,336
+888
+2% +$55.1K 1.36% 17
2018
Q4 		$2.18M Buy
+38,448
New +$2.36M 1.33% 18

Other funds holding ITOT

BlackRock
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
KPAG
KLS Professional Advisors Group New York $2.15B AUM 6.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Planning Solutions Group's ITOT Position: Q2 2019 in Review

Planning Solutions Group reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 1.2% in Q2 2019, selling an estimated $31.5K and leaving 38,856 shares worth $2.59M. The position accounts for 1.33% of the portfolio, ranked #17.

Planning Solutions Group first reported a position in ITOT in Q4 2018 and has held it in 3 quarters since. 563 funds tracked by Wall St. Rank hold ITOT as of Q2 2019.

  • Planning Solutions Group held 38,856 shares of iShares Core S&P Total US Stock Market ETF worth $2.59M as of Q2 2019.
  • Planning Solutions Group sold 480 iShares Core S&P Total US Stock Market ETF shares in Q2 2019, an estimated $31.5K.
  • iShares Core S&P Total US Stock Market ETF made up 1.33% of Planning Solutions Group's portfolio in Q2 2019, its #17 holding.
  • Planning Solutions Group first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2018 and has held it in 3 quarters since.
  • 563 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2019.

Based on Planning Solutions Group's 13F filing for Q2 2019, filed 15 Aug 2019.