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Wilbanks Smith & Thomas Asset Management’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Wilbanks Smith & Thomas Asset Management’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 		– Sell
-67
Closed -$4K – 832
2018
Q3 		$4K Buy
+67
New +$4.39K ﹤0.01% 1266

Other funds holding ITOT

Bank of America
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
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's ITOT Position: Q4 2018 in Review

Wilbanks Smith & Thomas Asset Management sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q4 2018, closing a stake of 67 shares — an estimated $4K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in ITOT in Q3 2018 and held it in 1 quarter. The position peaked at $4K in Q3 2018. 508 funds tracked by Wall St. Rank hold ITOT as of Q4 2018.

  • Wilbanks Smith & Thomas Asset Management reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q4 2018 after selling out during the quarter.
  • Wilbanks Smith & Thomas Asset Management sold 67 iShares Core S&P Total US Stock Market ETF shares in Q4 2018, an estimated $4K.
  • Wilbanks Smith & Thomas Asset Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2018 and held it in 1 quarter.
  • Wilbanks Smith & Thomas Asset Management's iShares Core S&P Total US Stock Market ETF position peaked at $4K 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 Wilbanks Smith & Thomas Asset Management's 13F filing for Q4 2018, filed 8 Feb 2019.