SWM
ITOT icon

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

SeaCrest Wealth 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
2019
Q2 		– Sell
-15
Closed -$1K – 1174
2019
Q1 		$1K Hold
15
– – ﹤0.01% 2030
2018
Q4 		$1K Hold
15
– – ﹤0.01% 2022
2018
Q3 		$1K Buy
+15
New +$983 ﹤0.01% 2158

Other funds holding ITOT

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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

SeaCrest Wealth Management's ITOT Position: Q2 2019 in Review

SeaCrest Wealth Management sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q2 2019, closing a stake of 15 shares — an estimated $1K sold.

SeaCrest Wealth Management first reported a position in ITOT in Q3 2018 and held it in 3 quarters. The position peaked at $1K in Q1 2019. 562 funds tracked by Wall St. Rank hold ITOT as of Q2 2019.

  • SeaCrest Wealth Management reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q2 2019 after selling out during the quarter.
  • SeaCrest Wealth Management sold 15 iShares Core S&P Total US Stock Market ETF shares in Q2 2019, an estimated $1K.
  • SeaCrest Wealth Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2018 and held it in 3 quarters.
  • SeaCrest Wealth Management's iShares Core S&P Total US Stock Market ETF position peaked at $1K in Q1 2019.
  • 562 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2019.

Based on SeaCrest Wealth Management's 13F filing for Q2 2019, filed 19 Jul 2019.