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

Smith & Howard 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
2020
Q1 		– Sell
-2,937
Closed -$213K – 76
2019
Q4 		$213K Buy
+2,937
New +$204K 0.07% 85

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BlackRock
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TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Smith & Howard Wealth Management's ITOT Position: Q1 2020 in Review

Smith & Howard Wealth Management sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q1 2020, closing a stake of 2,937 shares — an estimated $213K sold.

Smith & Howard Wealth Management first reported a position in ITOT in Q4 2019 and held it in 1 quarter. The position peaked at $213K in Q4 2019. 673 funds tracked by Wall St. Rank hold ITOT as of Q1 2020.

  • Smith & Howard Wealth Management reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q1 2020 after selling out during the quarter.
  • Smith & Howard Wealth Management sold 2,937 iShares Core S&P Total US Stock Market ETF shares in Q1 2020, an estimated $213K.
  • Smith & Howard Wealth Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2019 and held it in 1 quarter.
  • Smith & Howard Wealth Management's iShares Core S&P Total US Stock Market ETF position peaked at $213K in Q4 2019.
  • 673 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2020.

Based on Smith & Howard Wealth Management's 13F filing for Q1 2020, filed 22 Apr 2020.