AP
Advisor Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $377K | Sell |
4,505
-1,236
| -22% | -$103K | 0.03% | 568 |
|
|
2022
Q1 | $579K | Sell |
5,741
-492
| -8% | -$49.6K | 0.04% | 468 |
|
|
2021
Q4 | $667K | Sell |
6,233
-219
| -3% | -$23.4K | 0.04% | 432 |
|
|
2021
Q3 | $635K | Sell |
6,452
-78
| -1% | -$7.68K | 0.04% | 415 |
|
|
2021
Q2 | $645K | Sell |
6,530
-49
| -0.7% | -$4.84K | 0.04% | 420 |
|
|
2021
Q1 | $602K | Sell |
6,579
-33
| -0.5% | -$3.02K | 0.04% | 426 |
|
|
2020
Q4 | $570K | Sell |
6,612
-532
| -7% | -$45.9K | 0.04% | 420 |
|
|
2020
Q3 | $535K | Sell |
7,144
-365
| -5% | -$27.3K | 0.05% | 372 |
|
|
2020
Q2 | $522K | Sell |
7,509
-864
| -10% | -$60.1K | 0.05% | 360 |
|
|
2020
Q1 | $478K | Sell |
8,373
-4,963
| -37% | -$283K | 0.06% | 311 |
|
|
2019
Q4 | $988K | Buy |
+13,336
| New | +$988K | 0.1% | 200 |
|