ACA
Ackerman Capital Advisors’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-42,833
| Closed | -$3.63M | – | 113 |
|
|
2022
Q4 | $3.63M | Hold |
42,833
| – | – | 0.98% | 26 |
|
|
2022
Q3 | $3.41M | Hold |
42,833
| – | – | 0.97% | 24 |
|
|
2022
Q2 | $3.59M | Sell |
42,833
-720
| -2% | -$60.3K | 0.97% | 22 |
|
|
2022
Q1 | $4.4M | Buy |
43,553
+6,835
| +19% | +$690K | 1.03% | 22 |
|
|
2021
Q4 | $3.93M | Buy |
36,718
+9,098
| +33% | +$973K | 0.9% | 24 |
|
|
2021
Q3 | $2.72M | Buy |
+27,620
| New | +$2.72M | 0.62% | 23 |
|
|
2020
Q1 | – | Sell |
-52,000
| Closed | -$3.78M | – | 137 |
|
|
2019
Q4 | $3.78M | Hold |
52,000
| – | – | 1.12% | 16 |
|
|
2019
Q3 | $3.49M | Hold |
52,000
| – | – | 1.2% | 18 |
|
|
2019
Q2 | $3.46M | Hold |
52,000
| – | – | 16.93% | 2 |
|
|
2019
Q1 | $3.35M | Sell |
52,000
-4,261,760
| -99% | -$274M | 17.87% | 2 |
|
|
2018
Q4 | $76K | Buy |
+4,313,760
| New | +$76K | 5.89% | 2 |
|