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

Prestige Wealth Management 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
Q4 		– Sell
-17
Closed -$1K – 987
2020
Q3 		$1K Buy
+17
New +$1.27K ﹤0.01% 786

Other funds holding ITOT

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
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
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Prestige Wealth Management Group's ITOT Position: Q4 2020 in Review

Prestige Wealth Management Group sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q4 2020, closing a stake of 17 shares — an estimated $1K sold.

Prestige Wealth Management Group first reported a position in ITOT in Q3 2020 and held it in 1 quarter. The position peaked at $1K in Q3 2020. 804 funds tracked by Wall St. Rank hold ITOT as of Q4 2020.

  • Prestige Wealth Management Group reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q4 2020 after selling out during the quarter.
  • Prestige Wealth Management Group sold 17 iShares Core S&P Total US Stock Market ETF shares in Q4 2020, an estimated $1K.
  • Prestige Wealth Management Group first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2020 and held it in 1 quarter.
  • Prestige Wealth Management Group's iShares Core S&P Total US Stock Market ETF position peaked at $1K in Q3 2020.
  • 804 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q4 2020.

Based on Prestige Wealth Management Group's 13F filing for Q4 2020, filed 17 Feb 2021.