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

Rowland Carmichael 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
2019 Q1	–	Sell	-128	Closed	-$7K	–	334
2018 Q4	$7K	Sell	128 -3,000	-96%	-$184K	﹤0.01%	287
2018 Q3	$208K	Buy	3,128 +550	+21%	+$36K	0.08%	259
2018 Q2	$161K	Buy	2,578 +1,291	+100%	+$80.2K	0.07%	277
2018 Q1	$78K	Buy	1,287 +341	+36%	+$21.3K	0.04%	270
2017 Q4	$58K	Hold	946	–	–	0.03%	282
2017 Q3	$55K	Hold	946	–	–	0.03%	261
2017 Q2	$52K	Sell	946 -1,521	-62%	-$83.5K	0.03%	255
2017 Q1	$133K	Hold	2,467	–	–	0.08%	231
2016 Q4	$127K	Buy	+2,467	New	+$123K	0.07%	237

Other funds holding ITOT

TAIM

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

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

MFRM

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Rowland Carmichael Advisors's ITOT Position: Q1 2019 in Review

Rowland Carmichael Advisors sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q1 2019, closing a stake of 128 shares — an estimated $7K sold.

Rowland Carmichael Advisors first reported a position in ITOT in Q4 2016 and held it in 9 quarters. The position peaked at $208K in Q3 2018. 550 funds tracked by Wall St. Rank hold ITOT as of Q1 2019.

Rowland Carmichael Advisors reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q1 2019 after selling out during the quarter.
Rowland Carmichael Advisors sold 128 iShares Core S&P Total US Stock Market ETF shares in Q1 2019, an estimated $7K.
Rowland Carmichael Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2016 and held it in 9 quarters.
Rowland Carmichael Advisors's iShares Core S&P Total US Stock Market ETF position peaked at $208K in Q3 2018.
550 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2019.

Based on Rowland Carmichael Advisors's 13F filing for Q1 2019, filed 10 Feb 2020.