WealthTrust-Arizona’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

WealthTrust-Arizona’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
2018 Q4	$55K	Buy	973 +11	+1%	+$676	0.03%	141
2018 Q3	$64K	Hold	962	–	–	0.03%	134
2018 Q2	$60K	Hold	962	–	–	0.03%	134
2018 Q1	$58K	Hold	962	–	–	0.03%	140
2017 Q4	$59K	Hold	962	–	–	0.03%	149
2017 Q3	$55K	Hold	962	–	–	0.03%	150
2017 Q2	$53K	Hold	962	–	–	0.03%	149
2017 Q1	$52K	Hold	962	–	–	0.03%	154
2016 Q4	$49K	Hold	962	–	–	0.03%	154
2016 Q3	$48K	Hold	962	–	–	0.03%	146
2016 Q2	$46K	Hold	962	–	–	0.03%	151
2016 Q1	$45K	Hold	962	–	–	0.03%	151
2015 Q4	$45K	Hold	962	–	–	0.03%	158
2015 Q3	$42K	Sell	962 -52	-5%	-$2.41K	0.03%	166
2015 Q2	$48K	Hold	1,014	–	–	0.03%	164
2015 Q1	$48K	Buy	1,014 +52	+5%	+$2.45K	0.03%	159
2014 Q4	$45K	Hold	962	–	–	0.04%	166
2014 Q3	$43K	Hold	962	–	–	0.05%	175
2014 Q2	$43K	Hold	962	–	–	0.05%	183
2014 Q1	$41K	Hold	962	–	–	0.05%	180
2013 Q4	$41K	Sell	962 -494	-34%	-$20K	0.05%	167
2013 Q3	$56K	Hold	1,456	–	–	0.07%	126
2013 Q2	$53K	Buy	+1,456	New	+$53.5K	0.07%	134

Other funds holding ITOT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

MFRM

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

LMGAM

Liberty Mutual Group Asset Management Boston, Massachusetts $1.15B AUM 29.1% 1-Year Est. Return

RCAG

Rehmann Capital Advisory Group Lansing, Michigan $2.18B AUM 23.73% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

WealthTrust-Arizona's ITOT Position: Q4 2018 in Review

WealthTrust-Arizona increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 1.1% in Q4 2018, buying an estimated $676 and bringing the position to 973 shares worth $55K. The position accounts for 0.03% of the portfolio, ranked #141.

WealthTrust-Arizona first reported a position in ITOT in Q2 2013 and has held it in 23 quarters since. The position peaked at $64K in Q3 2018. 508 funds tracked by Wall St. Rank hold ITOT as of Q4 2018.

WealthTrust-Arizona held 973 shares of iShares Core S&P Total US Stock Market ETF worth $55K as of Q4 2018.
WealthTrust-Arizona bought 11 iShares Core S&P Total US Stock Market ETF shares in Q4 2018, an estimated $676.
iShares Core S&P Total US Stock Market ETF made up 0.03% of WealthTrust-Arizona's portfolio in Q4 2018, its #141 holding.
WealthTrust-Arizona first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2013 and has held it in 23 quarters since.
WealthTrust-Arizona's iShares Core S&P Total US Stock Market ETF position peaked at $64K in Q3 2018.
508 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q4 2018.

Based on WealthTrust-Arizona's 13F filing for Q4 2018, filed 7 Feb 2019.