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

Ruggie Capital 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	–	Sell	-62	Closed	-$4K	–	314
2019 Q1	$4K	Sell	62 -762	-92%	-$47.3K	﹤0.01%	146
2018 Q4	$47K	Hold	824	–	–	0.02%	174
2018 Q3	$55K	Hold	824	–	–	0.04%	128
2018 Q2	$52K	Buy	+824	New	+$51.2K	0.03%	181
2017 Q3	–	Sell	-2,990	Closed	-$166K	–	262
2017 Q2	$166K	Buy	+2,990	New	+$164K	0.11%	77

Other funds holding ITOT

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

Ruggie Capital Group's ITOT Position: Q2 2019 in Review

Ruggie Capital Group sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q2 2019, closing a stake of 62 shares — an estimated $4K sold.

Ruggie Capital Group first reported a position in ITOT in Q2 2017 and held it in 5 quarters. The position peaked at $166K in Q2 2017. 563 funds tracked by Wall St. Rank hold ITOT as of Q2 2019.

Ruggie Capital Group reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q2 2019 after selling out during the quarter.
Ruggie Capital Group sold 62 iShares Core S&P Total US Stock Market ETF shares in Q2 2019, an estimated $4K.
Ruggie Capital Group first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2017 and held it in 5 quarters.
Ruggie Capital Group's iShares Core S&P Total US Stock Market ETF position peaked at $166K in Q2 2017.
563 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2019.

Based on Ruggie Capital Group's 13F filing for Q2 2019, filed 5 Aug 2019.