RFM
ITOT icon

Royal Fund Management’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Royal Fund Management’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
Q2 		– Sell
-15
Closed – – 345
2020
Q1 		$0 Buy
+15
New +$1.03K ﹤0.01% 655
2019
Q2 		– Sell
-343
Closed -$22K – 601
2019
Q1 		$22K Buy
+343
New +$21.3K 0.01% 287
2018
Q3 		– Sell
-356
Closed -$22K – 584
2018
Q2 		$22K Buy
+356
New +$22.1K 0.01% 276
2017
Q4 		– Sell
-14
Closed – – 666
2017
Q3 		$0 Buy
+14
New +$790 ﹤0.01% 488

Other funds holding ITOT

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $59.1B AUM 18.41% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Royal Fund Management's ITOT Position: Q2 2020 in Review

Royal Fund Management sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q2 2020, closing a stake of 15 shares.

Royal Fund Management first reported a position in ITOT in Q3 2017 and held it in 4 quarters. The position peaked at $22K in Q1 2019. 686 funds tracked by Wall St. Rank hold ITOT as of Q2 2020.

  • Royal Fund Management reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q2 2020 after selling out during the quarter.
  • Royal Fund Management sold 15 iShares Core S&P Total US Stock Market ETF shares in Q2 2020.
  • Royal Fund Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2017 and held it in 4 quarters.
  • Royal Fund Management's iShares Core S&P Total US Stock Market ETF position peaked at $22K in Q1 2019.
  • 686 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2020.

Based on Royal Fund Management's 13F filing for Q2 2020, filed 6 Aug 2020.