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Sullivan, Bruyette, Speros & Blaney’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Sullivan, Bruyette, Speros & Blaney’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 		$286K Buy
+3,126
New +$280K 0.01% 248

Other funds holding ITOT

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
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
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $109B AUM 21.36% 1-Year Est. Return

Sullivan, Bruyette, Speros & Blaney's ITOT Position: Q1 2021 in Review

Sullivan, Bruyette, Speros & Blaney opened a new position in iShares Core S&P Total US Stock Market ETF (ITOT) in Q1 2021: 3,126 shares worth $286K. The stake represents 0.01% of the portfolio and ranks #248 among its holdings.

820 funds tracked by Wall St. Rank hold ITOT as of Q1 2021.

  • Sullivan, Bruyette, Speros & Blaney held 3,126 shares of iShares Core S&P Total US Stock Market ETF worth $286K as of Q1 2021.
  • iShares Core S&P Total US Stock Market ETF was a new Sullivan, Bruyette, Speros & Blaney position in Q1 2021.
  • iShares Core S&P Total US Stock Market ETF made up 0.01% of Sullivan, Bruyette, Speros & Blaney's portfolio in Q1 2021, its #248 holding.
  • 820 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2021.

Based on Sullivan, Bruyette, Speros & Blaney's 13F filing for Q1 2021, filed 10 May 2021.