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

Wealthfront’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
2017
Q4 		– Sell
-3,721
Closed -$214K – 514
2017
Q3 		$214K Buy
+3,721
New +$210K ﹤0.01% 481
2015
Q4 		– Sell
-80
Closed -$4K – 656
2015
Q3 		$4K Sell
80
-254
-76% -$11.8K ﹤0.01% 1127
2015
Q2 		$16K Buy
334
+174
+109% +$8.38K ﹤0.01% 703
2015
Q1 		$8K Buy
+160
New +$7.55K ﹤0.01% 673

Other funds holding ITOT

TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LMGAM
Liberty Mutual Group Asset Management Boston, Massachusetts $1.25B AUM 45.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Wealthfront's ITOT Position: Q4 2017 in Review

Wealthfront sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q4 2017, closing a stake of 3,721 shares — an estimated $214K sold.

Wealthfront first reported a position in ITOT in Q1 2015 and held it in 4 quarters. The position peaked at $214K in Q3 2017. 357 funds tracked by Wall St. Rank hold ITOT as of Q4 2017.

  • Wealthfront reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q4 2017 after selling out during the quarter.
  • Wealthfront sold 3,721 iShares Core S&P Total US Stock Market ETF shares in Q4 2017, an estimated $214K.
  • Wealthfront first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2015 and held it in 4 quarters.
  • Wealthfront's iShares Core S&P Total US Stock Market ETF position peaked at $214K in Q3 2017.
  • 357 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q4 2017.

Based on Wealthfront's 13F filing for Q4 2017, filed 9 Feb 2018.