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

Ropes 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
2021 Q1	–	Sell	-215	Closed	-$19K	–	505
2020 Q4	$19K	Hold	215	–	–	﹤0.01%	488
2020 Q3	$16K	Hold	215	–	–	﹤0.01%	471
2020 Q2	$15K	Hold	215	–	–	﹤0.01%	419
2020 Q1	$12K	Buy	+215	New	+$14.8K	﹤0.01%	407
2019 Q2	–	Sell	-4,747	Closed	-$306K	–	570
2019 Q1	$306K	Hold	4,747	–	–	0.08%	184
2018 Q4	$269K	Hold	4,747	–	–	0.08%	184
2018 Q3	$316K	Hold	4,747	–	–	0.08%	179
2018 Q2	$297K	Hold	4,747	–	–	0.08%	190
2018 Q1	$287K	Buy	+4,747	New	+$296K	0.08%	189

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

MFRM

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SVB Wealth Boston, Massachusetts $1.52B AUM 21.38% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Ropes Wealth Advisors's ITOT Position: Q1 2021 in Review

Ropes Wealth Advisors sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q1 2021, closing a stake of 215 shares — an estimated $19K sold.

Ropes Wealth Advisors first reported a position in ITOT in Q1 2018 and held it in 9 quarters. The position peaked at $316K in Q3 2018. 820 funds tracked by Wall St. Rank hold ITOT as of Q1 2021.

Ropes Wealth Advisors reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q1 2021 after selling out during the quarter.
Ropes Wealth Advisors sold 215 iShares Core S&P Total US Stock Market ETF shares in Q1 2021, an estimated $19K.
Ropes Wealth Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2018 and held it in 9 quarters.
Ropes Wealth Advisors's iShares Core S&P Total US Stock Market ETF position peaked at $316K in Q3 2018.
820 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2021.

Based on Ropes Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.