Waterloo Capital’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Waterloo Capital’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 Q1	$235K	Buy	+4,110	New	+$282K	0.17%	131

Other funds holding ITOT

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 New York $52.8B AUM 15.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Waterloo Capital's ITOT Position: Q1 2020 in Review

Waterloo Capital opened a new position in iShares Core S&P Total US Stock Market ETF (ITOT) in Q1 2020: 4,110 shares worth $235K. The stake represents 0.17% of the portfolio and ranks #131 among its holdings.

673 funds tracked by Wall St. Rank hold ITOT as of Q1 2020.

Waterloo Capital held 4,110 shares of iShares Core S&P Total US Stock Market ETF worth $235K as of Q1 2020.
iShares Core S&P Total US Stock Market ETF was a new Waterloo Capital position in Q1 2020.
iShares Core S&P Total US Stock Market ETF made up 0.17% of Waterloo Capital's portfolio in Q1 2020, its #131 holding.
673 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2020.

Based on Waterloo Capital's 13F filing for Q1 2020, filed 1 Jun 2020.