Spearhead Capital Advisors’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Spearhead Capital Advisors’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
2021 Q1	–	Sell	-4,347	Closed	-$375K	–	200
2020 Q4	$375K	Hold	4,347	–	–	0.06%	122
2020 Q3	$328K	Hold	4,347	–	–	0.06%	122
2020 Q2	$302K	Hold	4,347	–	–	0.06%	107
2020 Q1	$249K	Buy	+4,347	New	+$298K	0.07%	91

Other funds holding ITOT

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Spearhead Capital Advisors's ITOT Position: Q1 2021 in Review

Spearhead Capital Advisors sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q1 2021, closing a stake of 4,347 shares — an estimated $375K sold.

Spearhead Capital Advisors first reported a position in ITOT in Q1 2020 and held it in 4 quarters. The position peaked at $375K in Q4 2020. 820 funds tracked by Wall St. Rank hold ITOT as of Q1 2021.

Spearhead Capital Advisors reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q1 2021 after selling out during the quarter.
Spearhead Capital Advisors sold 4,347 iShares Core S&P Total US Stock Market ETF shares in Q1 2021, an estimated $375K.
Spearhead Capital Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2020 and held it in 4 quarters.
Spearhead Capital Advisors's iShares Core S&P Total US Stock Market ETF position peaked at $375K in Q4 2020.
820 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2021.

Based on Spearhead Capital Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.