APIM
Agate Pass Investment Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,557
| Closed | -$269K | – | 97 |
|
|
2023
Q4 | $269K | Hold |
2,557
| – | – | 0.16% | 87 |
|
|
2023
Q3 | $241K | Hold |
2,557
| – | – | 0.16% | 81 |
|
|
2023
Q2 | $250K | Hold |
2,557
| – | – | 0.15% | 86 |
|
|
2023
Q1 | $232K | Hold |
2,557
| – | – | 0.15% | 89 |
|
|
2022
Q4 | $217K | Buy |
+2,557
| New | +$217K | 0.15% | 93 |
|