Baldrige Asset Management’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $5.24M | Buy |
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|
2022
Q4 | $4.77M | Buy |
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|
2022
Q3 | $4.25M | Buy |
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|
2022
Q2 | $4.39M | Sell |
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|
2022
Q1 | $5.33M | Sell |
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|
2021
Q4 | $6.25M | Sell |
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|
2021
Q3 | $5.99M | Sell |
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|
2021
Q2 | $6.08M | Sell |
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|
2021
Q1 | $5.83M | Buy |
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|
2020
Q4 | $5.41M | Sell |
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|
2020
Q3 | $4.8M | Buy |
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|
2020
Q2 | $4.36M | Buy |
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|
2020
Q1 | $3.45M | Sell |
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|
2019
Q4 | $5.47M | Sell |
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|
2019
Q3 | $5.07M | Buy |
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|
2019
Q2 | $4.78M | Buy |
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|
2019
Q1 | $3.96M | Buy |
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