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The Family Firm’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

The Family Firm’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
2015
Q4 		– Sell
-4,704
Closed -$206K – 104
2015
Q3 		$206K Buy
+4,704
New +$218K 0.11% 96
2015
Q2 		– Sell
-4,704
Closed -$223K – 111
2015
Q1 		$223K Hold
4,704
– – 0.11% 99
2014
Q4 		$221K Buy
+4,704
New +$216K 0.12% 97

Other funds holding ITOT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return
AIM
Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACM
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $9.63B AUM 11.3% 1-Year Est. Return

The Family Firm's ITOT Position: Q4 2015 in Review

The Family Firm sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q4 2015, closing a stake of 4,704 shares — an estimated $206K sold.

The Family Firm first reported a position in ITOT in Q4 2014 and held it in 3 quarters. The position peaked at $223K in Q1 2015. 160 funds tracked by Wall St. Rank hold ITOT as of Q4 2015.

  • The Family Firm reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q4 2015 after selling out during the quarter.
  • The Family Firm sold 4,704 iShares Core S&P Total US Stock Market ETF shares in Q4 2015, an estimated $206K.
  • The Family Firm first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2014 and held it in 3 quarters.
  • The Family Firm's iShares Core S&P Total US Stock Market ETF position peaked at $223K in Q1 2015.
  • 160 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q4 2015.

Based on The Family Firm's 13F filing for Q4 2015, filed 17 Feb 2016.