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

VSR 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
2016
Q1 		– Sell
-10,216
Closed -$474K – 594
2015
Q4 		$474K Buy
+10,216
New +$479K 0.05% 329

Other funds holding ITOT

MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 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
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

VSR Financial Services's ITOT Position: Q1 2016 in Review

VSR Financial Services sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q1 2016, closing a stake of 10,216 shares — an estimated $474K sold.

VSR Financial Services first reported a position in ITOT in Q4 2015 and held it in 1 quarter. The position peaked at $474K in Q4 2015. 172 funds tracked by Wall St. Rank hold ITOT as of Q1 2016.

  • VSR Financial Services reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q1 2016 after selling out during the quarter.
  • VSR Financial Services sold 10,216 iShares Core S&P Total US Stock Market ETF shares in Q1 2016, an estimated $474K.
  • VSR Financial Services first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2015 and held it in 1 quarter.
  • VSR Financial Services's iShares Core S&P Total US Stock Market ETF position peaked at $474K in Q4 2015.
  • 172 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2016.

Based on VSR Financial Services's 13F filing for Q1 2016, filed 5 May 2016.