SIM
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Sigma Investment Management’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Sigma Investment 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
2018
Q4 		$3.78M Buy
+66,544
New +$4.09M 3.02% 6

Other funds holding ITOT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
LMGAM
Liberty Mutual Group Asset Management Boston, Massachusetts $1.25B AUM 45.27% 1-Year Est. Return
RCAG
Rehmann Capital Advisory Group Lansing, Michigan $1.92B AUM 16.97% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Sigma Investment Management's ITOT Position: Q4 2018 in Review

Sigma Investment Management opened a new position in iShares Core S&P Total US Stock Market ETF (ITOT) in Q4 2018: 66,544 shares worth $3.78M. The stake represents 3.02% of the portfolio and ranks #6 among its holdings.

507 funds tracked by Wall St. Rank hold ITOT as of Q4 2018.

  • Sigma Investment Management held 66,544 shares of iShares Core S&P Total US Stock Market ETF worth $3.78M as of Q4 2018.
  • iShares Core S&P Total US Stock Market ETF was a new Sigma Investment Management position in Q4 2018.
  • iShares Core S&P Total US Stock Market ETF made up 3.02% of Sigma Investment Management's portfolio in Q4 2018, its #6 holding.
  • 507 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q4 2018.

Based on Sigma Investment Management's 13F filing for Q4 2018, filed 7 Feb 2019.