WEC
ITOT icon

Winslow Evans & Crocker’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Winslow Evans & Crocker’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
2020
Q4 		$76K Buy
890
+445
+100% +$36K 0.01% 504
2020
Q3 		$34K Sell
445
-150
-25% -$11.2K 0.01% 527
2020
Q2 		$41K Sell
595
-65
-10% -$4.25K 0.01% 494
2020
Q1 		$40K Hold
660
– – 0.01% 462
2019
Q4 		$50K Hold
660
– – 0.01% 501
2019
Q3 		$46K Hold
660
– – 0.01% 512
2019
Q2 		$46K Hold
660
– – 0.01% 522
2019
Q1 		$46K Hold
660
– – 0.01% 505
2018
Q4 		$40K Hold
660
– – 0.01% 499
2018
Q3 		$46K Hold
660
– – 0.01% 501
2018
Q2 		$42K Hold
660
– – 0.01% 532
2018
Q1 		$39.9K Buy
660
+190
+40% +$11.9K 0.01% 529
2017
Q4 		$28.7K Buy
470
+250
+114% +$14.9K 0.01% 596
2017
Q3 		$12.7K Sell
220
-785
-78% -$44.3K ﹤0.01% 770
2017
Q2 		$55.7K Buy
1,005
+35
+4% +$1.92K 0.02% 535
2017
Q1 		$52.4K Hold
970
– – 0.02% 527
2016
Q4 		$49.8K Sell
970
-30
-3% -$1.5K 0.02% 535
2016
Q3 		$49.5K Hold
1,000
– – 0.01% 542
2016
Q2 		$47.6K Hold
1,000
– – 0.01% 522
2016
Q1 		$46.7K Hold
1,000
– – 0.01% 519
2015
Q4 		$46.4K Buy
+1,000
New +$46.9K 0.01% 549

Other funds holding ITOT

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Winslow Evans & Crocker's ITOT Position: Q4 2020 in Review

Winslow Evans & Crocker increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 100% in Q4 2020, buying an estimated $36K and bringing the position to 890 shares worth $76K. The position accounts for 0.01% of the portfolio, ranked #504.

Winslow Evans & Crocker first reported a position in ITOT in Q4 2015 and has held it in 21 quarters since. 805 funds tracked by Wall St. Rank hold ITOT as of Q4 2020.

  • Winslow Evans & Crocker held 890 shares of iShares Core S&P Total US Stock Market ETF worth $76K as of Q4 2020.
  • Winslow Evans & Crocker bought 445 iShares Core S&P Total US Stock Market ETF shares in Q4 2020, an estimated $36K.
  • iShares Core S&P Total US Stock Market ETF made up 0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #504 holding.
  • Winslow Evans & Crocker first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2015 and has held it in 21 quarters since.
  • 805 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.