Torch Wealth Management’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Torch Wealth Management’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
2014 Q3	–	Sell	-1,200	Closed	-$54K	–	168
2014 Q2	$54K	Hold	1,200	–	–	0.04%	153
2014 Q1	$51K	Buy	+1,200	New	+$50.5K	0.04%	151

Other funds holding ITOT

AIM

Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

FWP

FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Torch Wealth Management's ITOT Position: Q3 2014 in Review

Torch Wealth Management sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q3 2014, closing a stake of 1,200 shares — an estimated $54K sold.

Torch Wealth Management first reported a position in ITOT in Q1 2014 and held it in 2 quarters. The position peaked at $54K in Q2 2014. 85 funds tracked by Wall St. Rank hold ITOT as of Q3 2014.

Torch Wealth Management reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q3 2014 after selling out during the quarter.
Torch Wealth Management sold 1,200 iShares Core S&P Total US Stock Market ETF shares in Q3 2014, an estimated $54K.
Torch Wealth Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2014 and held it in 2 quarters.
Torch Wealth Management's iShares Core S&P Total US Stock Market ETF position peaked at $54K in Q2 2014.
85 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2014.

Based on Torch Wealth Management's 13F filing for Q3 2014, filed 29 Oct 2014.