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WESPAC Advisors SoCal’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

WESPAC Advisors SoCal’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
Q3 		– Sell
-3,375
Closed -$224K – 87
2019
Q2 		$224K Sell
3,375
-2,712
-45% -$178K 0.12% 78
2019
Q1 		$392K Buy
+6,087
New +$378K 0.22% 58
2018
Q4 		– Hold
0
– – – 32
2018
Q3 		– Hold
0
– – – 166

Other funds holding ITOT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 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 $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

WESPAC Advisors SoCal's ITOT Position: Q3 2019 in Review

WESPAC Advisors SoCal sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q3 2019, closing a stake of 3,375 shares — an estimated $224K sold.

WESPAC Advisors SoCal first reported a position in ITOT in Q1 2019 and held it in 2 quarters. The position peaked at $392K in Q1 2019. 583 funds tracked by Wall St. Rank hold ITOT as of Q3 2019.

  • WESPAC Advisors SoCal reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q3 2019 after selling out during the quarter.
  • WESPAC Advisors SoCal sold 3,375 iShares Core S&P Total US Stock Market ETF shares in Q3 2019, an estimated $224K.
  • WESPAC Advisors SoCal first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2019 and held it in 2 quarters.
  • WESPAC Advisors SoCal's iShares Core S&P Total US Stock Market ETF position peaked at $392K in Q1 2019.
  • 583 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2019.

Based on WESPAC Advisors SoCal's 13F filing for Q3 2019, filed 17 Oct 2019.