Squar Milner Financial Services’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Squar Milner Financial Services’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 Q3	–	Sell	-3,190	Closed	-$222K	–	89
2020 Q2	$222K	Buy	3,190 +250	+9%	+$16.3K	0.13%	190
2020 Q1	$168K	Hold	2,940	–	–	0.1%	189
2019 Q4	$213K	Sell	2,940 -250	-8%	-$17.4K	0.11%	194
2019 Q3	$241K	Buy	3,190 +1,673	+110%	+$112K	0.12%	185
2019 Q2	$101K	Buy	1,517 +4	+0.3%	+$262	0.07%	276
2019 Q1	$97K	Buy	1,513 +2	+0.1%	+$124	0.07%	264
2018 Q4	$86K	Buy	1,511 +6	+0.4%	+$369	0.08%	240
2018 Q3	$100K	Sell	1,505 -247	-14%	-$16.2K	0.09%	240
2018 Q2	$110K	Buy	+1,752	New	+$109K	0.1%	236

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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

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

Squar Milner Financial Services's ITOT Position: Q3 2020 in Review

Squar Milner Financial Services sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q3 2020, closing a stake of 3,190 shares — an estimated $222K sold.

Squar Milner Financial Services first reported a position in ITOT in Q2 2018 and held it in 9 quarters. The position peaked at $241K in Q3 2019. 693 funds tracked by Wall St. Rank hold ITOT as of Q3 2020.

Squar Milner Financial Services reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q3 2020 after selling out during the quarter.
Squar Milner Financial Services sold 3,190 iShares Core S&P Total US Stock Market ETF shares in Q3 2020, an estimated $222K.
Squar Milner Financial Services first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2018 and held it in 9 quarters.
Squar Milner Financial Services's iShares Core S&P Total US Stock Market ETF position peaked at $241K in Q3 2019.
693 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2020.

Based on Squar Milner Financial Services's 13F filing for Q3 2020.