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

Wealthsimple US’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
Q3 		– Sell
-25,355
Closed -$1.76M – 30
2020
Q2 		$1.76M Buy
25,355
+5,129
+25% +$335K 1.34% 14
2020
Q1 		$1.16M Buy
20,226
+7,017
+53% +$482K 1.02% 18
2019
Q4 		$960K Buy
+13,209
New +$919K 0.76% 16

Other funds holding ITOT

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
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
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealthsimple US's ITOT Position: Q3 2020 in Review

Wealthsimple US sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q3 2020, closing a stake of 25,355 shares — an estimated $1.76M sold.

Wealthsimple US first reported a position in ITOT in Q4 2019 and held it in 3 quarters. The position peaked at $1.76M in Q2 2020. 693 funds tracked by Wall St. Rank hold ITOT as of Q3 2020.

  • Wealthsimple US reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q3 2020 after selling out during the quarter.
  • Wealthsimple US sold 25,355 iShares Core S&P Total US Stock Market ETF shares in Q3 2020, an estimated $1.76M.
  • Wealthsimple US first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2019 and held it in 3 quarters.
  • Wealthsimple US's iShares Core S&P Total US Stock Market ETF position peaked at $1.76M in Q2 2020.
  • 693 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2020.

Based on Wealthsimple US's 13F filing for Q3 2020, filed 9 Nov 2020.