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

SevenBridge Financial 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
Q3 		– Sell
-252
Closed -$17K – 358
2019
Q2 		$17K Hold
252
– – 0.01% 401
2019
Q1 		$16K Hold
252
– – 0.01% 364
2018
Q4 		$14K Buy
+252
New +$15.5K 0.01% 335

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.52B AUM 21.38% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

SevenBridge Financial Group's ITOT Position: Q3 2019 in Review

SevenBridge Financial Group sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q3 2019, closing a stake of 252 shares — an estimated $17K sold.

SevenBridge Financial Group first reported a position in ITOT in Q4 2018 and held it in 3 quarters. The position peaked at $17K in Q2 2019. 581 funds tracked by Wall St. Rank hold ITOT as of Q3 2019.

  • SevenBridge Financial Group reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q3 2019 after selling out during the quarter.
  • SevenBridge Financial Group sold 252 iShares Core S&P Total US Stock Market ETF shares in Q3 2019, an estimated $17K.
  • SevenBridge Financial Group first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2018 and held it in 3 quarters.
  • SevenBridge Financial Group's iShares Core S&P Total US Stock Market ETF position peaked at $17K in Q2 2019.
  • 581 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2019.

Based on SevenBridge Financial Group's 13F filing for Q3 2019, filed 9 Oct 2019.