W
ITOT icon

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

WealthStone’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
2019
Q4 		– Sell
-5,940
Closed -$398K – 42
2019
Q3 		$398K Buy
+5,940
New +$398K 0.21% 38
2019
Q2 		– Hold
0
– – – 98

Other funds holding ITOT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WealthStone's ITOT Position: Q4 2019 in Review

WealthStone sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q4 2019, closing a stake of 5,940 shares — an estimated $398K sold.

WealthStone first reported a position in ITOT in Q3 2019 and held it in 1 quarter. The position peaked at $398K in Q3 2019. 690 funds tracked by Wall St. Rank hold ITOT as of Q4 2019.

  • WealthStone reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q4 2019 after selling out during the quarter.
  • WealthStone sold 5,940 iShares Core S&P Total US Stock Market ETF shares in Q4 2019, an estimated $398K.
  • WealthStone first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2019 and held it in 1 quarter.
  • WealthStone's iShares Core S&P Total US Stock Market ETF position peaked at $398K in Q3 2019.
  • 690 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q4 2019.

Based on WealthStone's 13F filing for Q4 2019, filed 8 Jan 2020.