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

WFG Advisors’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
2017
Q2 		$5.1M Buy
91,953
+1,255
+1% +$68.9K 1.15% 10
2017
Q1 		$4.9M Buy
90,698
+83,844
+1,223% +$4.47M 1.31% 8
2016
Q4 		$352K Sell
6,854
-1,026
-13% -$51.3K 0.09% 252
2016
Q3 		$390K Buy
7,880
+120
+2% +$5.92K 0.1% 216
2016
Q2 		$370K Buy
7,760
+1,064
+16% +$50.2K 0.1% 206
2016
Q1 		$313K Buy
6,696
+4,324
+182% +$191K 0.09% 225
2015
Q4 		$110K Sell
2,372
-732
-24% -$34.3K 0.03% 441
2015
Q3 		$136K Sell
3,104
-268
-8% -$12.4K 0.04% 383
2015
Q2 		$159K Sell
3,372
-68
-2% -$3.27K 0.04% 405
2015
Q1 		$163K Buy
3,440
+1,102
+47% +$52K 0.05% 406
2014
Q4 		$110K Buy
2,338
+14
+0.6% +$642 0.02% 604
2014
Q3 		$104K Buy
2,324
+570
+32% +$25.7K 0.02% 651
2014
Q2 		$79K Buy
1,754
+244
+16% +$10.6K 0.01% 740
2014
Q1 		$65K Buy
1,510
+468
+45% +$19.7K 0.01% 795
2013
Q4 		$44K Buy
1,042
+18
+2% +$730 0.01% 1046
2013
Q3 		$39K Hold
1,024
– – 0.01% 1017
2013
Q2 		$37K Buy
+1,024
New +$37.6K 0.01% 997

Other funds holding ITOT

TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
AC
Alleghany Corporation New York $2.21B AUM 10.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return

WFG Advisors's ITOT Position: Q2 2017 in Review

WFG Advisors increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 1.4% in Q2 2017, buying an estimated $68.9K and bringing the position to 91,953 shares worth $5.1M. The position accounts for 1.15% of the portfolio, ranked #10.

WFG Advisors first reported a position in ITOT in Q2 2013 and has held it in 17 quarters since. 290 funds tracked by Wall St. Rank hold ITOT as of Q2 2017.

  • WFG Advisors held 91,953 shares of iShares Core S&P Total US Stock Market ETF worth $5.1M as of Q2 2017.
  • WFG Advisors bought 1,255 iShares Core S&P Total US Stock Market ETF shares in Q2 2017, an estimated $68.9K.
  • iShares Core S&P Total US Stock Market ETF made up 1.15% of WFG Advisors's portfolio in Q2 2017, its #10 holding.
  • WFG Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2013 and has held it in 17 quarters since.
  • 290 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.