Barber Financial Group’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 | $320K | Buy |
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|
2022
Q4 | $299K | Buy |
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|
2022
Q3 | $279K | Buy |
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|
2022
Q2 | $292K | Buy |
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|
2022
Q1 | $351K | Buy |
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|
2021
Q4 | $370K | Buy |
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|
2021
Q3 | $339K | Buy |
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|
2021
Q2 | $339K | Sell |
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|
2021
Q1 | $317K | Buy |
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|
2020
Q4 | $295K | Buy |
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|
2020
Q3 | $233K | Buy |
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|
2020
Q2 | $213K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $221K | Hold |
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|
2019
Q3 | $204K | Hold |
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|
2019
Q2 | $203K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $203K | Buy |
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