SFSG
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Stearns Financial Services Group’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Stearns Financial Services Group’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 		$329K Buy
4,362
+4,032
+1,222% +$301K 0.05% 112
2020
Q2 		$23K Buy
330
+1
+0.3% +$65 ﹤0.01% 176
2020
Q1 		$19K Buy
329
+1
+0.3% +$69 ﹤0.01% 179
2019
Q4 		$24K Buy
328
+2
+0.6% +$139 ﹤0.01% 164
2019
Q3 		$22K Buy
326
+86
+36% +$5.76K ﹤0.01% 159
2019
Q2 		$16K Buy
+240
New +$15.7K ﹤0.01% 159

Other funds holding ITOT

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Stearns Financial Services Group's ITOT Position: Q3 2020 in Review

Stearns Financial Services Group increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 1,222% in Q3 2020, buying an estimated $301K and bringing the position to 4,362 shares worth $329K. The position accounts for 0.05% of the portfolio, ranked #112.

Stearns Financial Services Group first reported a position in ITOT in Q2 2019 and has held it in 6 quarters since. 692 funds tracked by Wall St. Rank hold ITOT as of Q3 2020.

  • Stearns Financial Services Group held 4,362 shares of iShares Core S&P Total US Stock Market ETF worth $329K as of Q3 2020.
  • Stearns Financial Services Group bought 4,032 iShares Core S&P Total US Stock Market ETF shares in Q3 2020, an estimated $301K.
  • iShares Core S&P Total US Stock Market ETF made up 0.05% of Stearns Financial Services Group's portfolio in Q3 2020, its #112 holding.
  • Stearns Financial Services Group first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2019 and has held it in 6 quarters since.
  • 692 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2020.

Based on Stearns Financial Services Group's 13F filing for Q3 2020, filed 30 Oct 2020.