SMC
ITOT icon

Smith, Moore & Co’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Smith, Moore & Co’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
Q1 		– Sell
-9,042
Closed -$513K – 337
2018
Q4 		$513K Sell
9,042
-45,725
-83% -$2.81M 0.14% 149
2018
Q3 		$3.65M Hold
54,767
– – 0.83% 24
2018
Q2 		$3.42M Sell
54,767
-500
-0.9% -$31.1K 0.86% 23
2018
Q1 		$3.34M Sell
55,267
-1,432
-3% -$89.4K 0.9% 23
2017
Q4 		$3.47M Sell
56,699
-350
-0.6% -$20.9K 0.93% 24
2017
Q3 		$3.29M Buy
57,049
+7,818
+16% +$441K 0.94% 23
2017
Q2 		$2.73M Buy
49,231
+20,825
+73% +$1.14M 0.91% 23
2017
Q1 		$1.53M Buy
+28,406
New +$1.51M 0.55% 40

Other funds holding ITOT

TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return