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Secrest Blakey & Associates’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Secrest Blakey & Associates’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
Q4 		– Sell
-1,080
Closed -$72K – 88
2019
Q3 		$72K Buy
1,080
+101
+10% +$6.77K 0.06% 106
2019
Q2 		$65K Sell
979
-66
-6% -$4.33K 0.06% 103
2019
Q1 		$67K Buy
+1,045
New +$64.8K 0.07% 98

Other funds holding ITOT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Secrest Blakey & Associates's ITOT Position: Q4 2019 in Review

Secrest Blakey & Associates sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q4 2019, closing a stake of 1,080 shares — an estimated $72K sold.

Secrest Blakey & Associates first reported a position in ITOT in Q1 2019 and held it in 3 quarters. The position peaked at $72K in Q3 2019. 690 funds tracked by Wall St. Rank hold ITOT as of Q4 2019.

  • Secrest Blakey & Associates reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q4 2019 after selling out during the quarter.
  • Secrest Blakey & Associates sold 1,080 iShares Core S&P Total US Stock Market ETF shares in Q4 2019, an estimated $72K.
  • Secrest Blakey & Associates first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2019 and held it in 3 quarters.
  • Secrest Blakey & Associates's iShares Core S&P Total US Stock Market ETF position peaked at $72K in Q3 2019.
  • 690 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q4 2019.

Based on Secrest Blakey & Associates's 13F filing for Q4 2019, filed 5 Feb 2020.