AWA
ARS Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $601K | Buy |
6,087
+1
| +0% | +$99 | 0.11% | 77 |
|
|
2021
Q1 | $557K | Sell |
6,086
-422
| -6% | -$38.6K | 0.12% | 66 |
|
|
2020
Q4 | $561K | Buy |
6,508
+1
| +0% | +$86 | 0.12% | 67 |
|
|
2020
Q3 | $491K | Buy |
6,507
+647
| +11% | +$48.8K | 0.13% | 62 |
|
|
2020
Q2 | $407K | Sell |
5,860
-1,498
| -20% | -$104K | 0.13% | 65 |
|
|
2020
Q1 | $421K | Sell |
7,358
-1,473
| -17% | -$84.3K | 0.18% | 56 |
|
|
2019
Q4 | $642K | Buy |
8,831
+2
| +0% | +$145 | 0.19% | 52 |
|
|
2019
Q3 | $592K | Buy |
8,829
+177
| +2% | +$11.9K | 0.19% | 54 |
|
|
2019
Q2 | $576K | Buy |
8,652
+375
| +5% | +$25K | 0.18% | 57 |
|
|
2019
Q1 | $533K | Buy |
8,277
+152
| +2% | +$9.79K | 0.17% | 64 |
|
|
2018
Q4 | $461K | Buy |
+8,125
| New | +$461K | 0.17% | 68 |
|