ACG Wealth’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
$1.22M Buy
2022
Q2
$1.12M Buy
2022
Q1
$1.12M Sell
2021
Q4
$2.2M Sell
2021
Q3
$2.03M Sell
2021
Q2
$2.05M Sell
2021
Q1
$2.46M Sell
2020
Q4
$2.38M Sell
2020
Q3
$2.37M Sell
2020
Q2
$3.18M Sell
2020
Q1
$5.31M Buy
2019
Q4
$6.42M Sell
2019
Q3
$6.94M Sell
2019
Q2
$8.64M Sell
2019
Q1
$14.2M Sell
2018
Q4
$13.3M Buy
2018
Q3
$15.5M Buy
2018
Q2
$12.5M Buy
2018
Q1
$11.7M Buy
2017
Q4
$10.7M Buy
2017
Q3
$9.61M Buy
2017
Q2
$9.15M Buy
2017
Q1
$7.32M Sell
2016
Q4
$10.3M Sell
2016
Q3
$10.8M Buy