Wealthspire Advisors (Maryland)’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Wealthspire Advisors (Maryland)’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	$2.91M	Buy	38,526 +28,470	+283%	+$2.12M	0.1%	98
2020 Q2	$698K	Buy	+10,056	New	+$657K	0.05%	207
2019 Q2	–	Sell	-1,178	Closed	-$76K	–	1217
2019 Q1	$76K	Hold	1,178	–	–	0.01%	740
2018 Q4	$67K	Hold	1,178	–	–	0.01%	740
2018 Q3	$78K	Hold	1,178	–	–	0.01%	794
2018 Q2	$74K	Sell	1,178 -100	-8%	-$6.21K	0.01%	821
2018 Q1	$77K	Sell	1,278 -168	-12%	-$10.5K	0.01%	814
2017 Q4	$88K	Hold	1,446	–	–	0.01%	764
2017 Q3	$83K	Hold	1,446	–	–	0.01%	783
2017 Q2	$80K	Sell	1,446 -302	-17%	-$16.6K	0.01%	776
2017 Q1	$94K	Buy	1,748 +328	+23%	+$17.5K	0.01%	621
2016 Q4	$73K	Hold	1,420	–	–	0.01%	673
2016 Q3	$70K	Buy	1,420 +100	+8%	+$4.93K	0.01%	684
2016 Q2	$63K	Hold	1,320	–	–	0.01%	670
2016 Q1	$62K	Buy	1,320 +120	+10%	+$5.3K	0.01%	644
2015 Q4	$56K	Buy	+1,200	New	+$56.2K	0.01%	682

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

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 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

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

Wealthspire Advisors (Maryland)'s ITOT Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 283% in Q3 2020, buying an estimated $2.12M and bringing the position to 38,526 shares worth $2.91M. The position accounts for 0.1% of the portfolio, ranked #98.

Wealthspire Advisors (Maryland) first reported a position in ITOT in Q4 2015 and has held it in 16 quarters since. 693 funds tracked by Wall St. Rank hold ITOT as of Q3 2020.

Wealthspire Advisors (Maryland) held 38,526 shares of iShares Core S&P Total US Stock Market ETF worth $2.91M as of Q3 2020.
Wealthspire Advisors (Maryland) bought 28,470 iShares Core S&P Total US Stock Market ETF shares in Q3 2020, an estimated $2.12M.
iShares Core S&P Total US Stock Market ETF made up 0.1% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #98 holding.
Wealthspire Advisors (Maryland) first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2015 and has held it in 16 quarters since.
693 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.