Altium Wealth Management’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $3.8M | Sell |
45,326
-1,429
| -3% | -$120K | 0.27% | 49 |
|
|
2022
Q1 | $4.72M | Buy |
46,755
+5,602
| +14% | +$565K | 0.3% | 42 |
|
|
2021
Q4 | $4.4M | Sell |
41,153
-1,157
| -3% | -$124K | 0.28% | 43 |
|
|
2021
Q3 | $4.16M | Sell |
42,310
-103
| -0.2% | -$10.1K | 0.3% | 40 |
|
|
2021
Q2 | $4.19M | Sell |
42,413
-1,500
| -3% | -$148K | 0.31% | 38 |
|
|
2021
Q1 | $4.02M | Sell |
43,913
-2,143
| -5% | -$196K | 0.32% | 36 |
|
|
2020
Q4 | $3.97M | Buy |
46,056
+2,014
| +5% | +$174K | 0.35% | 36 |
|
|
2020
Q3 | $3.33M | Buy |
44,042
+1,165
| +3% | +$88K | 0.35% | 36 |
|
|
2020
Q2 | $2.98M | Sell |
42,877
-361
| -0.8% | -$25.1K | 0.33% | 38 |
|
|
2020
Q1 | $2.47M | Sell |
43,238
-603
| -1% | -$34.5K | 0.34% | 40 |
|
|
2019
Q4 | $3.19M | Buy |
43,841
+625
| +1% | +$45.4K | 0.38% | 27 |
|
|
2019
Q3 | $2.9M | Buy |
43,216
+11,805
| +38% | +$792K | 0.39% | 29 |
|
|
2019
Q2 | $2.09M | Buy |
31,411
+8,030
| +34% | +$535K | 0.3% | 45 |
|
|
2019
Q1 | $1.51M | Buy |
23,381
+6,282
| +37% | +$405K | 0.24% | 57 |
|
|
2018
Q4 | $971K | Buy |
17,099
+3,207
| +23% | +$182K | 0.19% | 78 |
|
|
2018
Q3 | $926K | Buy |
13,892
+3,285
| +31% | +$219K | 0.18% | 89 |
|
|
2018
Q2 | $663K | Buy |
10,607
+481
| +5% | +$30.1K | 0.18% | 96 |
|
|
2018
Q1 | $612K | Buy |
10,126
+1,669
| +20% | +$101K | 0.24% | 70 |
|
|
2017
Q4 | $517K | Buy |
+8,457
| New | +$517K | 0.24% | 76 |
|