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 |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $320K | Buy |
3,535
+14
| +0.4% | +$1.27K | 0.06% | 99 |
|
|
2022
Q4 | $299K | Buy |
3,521
+17
| +0.5% | +$1.44K | 0.08% | 100 |
|
|
2022
Q3 | $279K | Buy |
3,504
+17
| +0.5% | +$1.35K | 0.08% | 106 |
|
|
2022
Q2 | $292K | Buy |
3,487
+12
| +0.3% | +$1.01K | 0.05% | 110 |
|
|
2022
Q1 | $351K | Buy |
3,475
+15
| +0.4% | +$1.52K | 0.05% | 102 |
|
|
2021
Q4 | $370K | Buy |
3,460
+12
| +0.3% | +$1.28K | 0.04% | 114 |
|
|
2021
Q3 | $339K | Buy |
3,448
+12
| +0.3% | +$1.18K | 0.04% | 116 |
|
|
2021
Q2 | $339K | Sell |
3,436
-27
| -0.8% | -$2.66K | 0.05% | 112 |
|
|
2021
Q1 | $317K | Buy |
3,463
+47
| +1% | +$4.3K | 0.05% | 106 |
|
|
2020
Q4 | $295K | Buy |
3,416
+330
| +11% | +$28.5K | 0.05% | 107 |
|
|
2020
Q3 | $233K | Buy |
3,086
+14
| +0.5% | +$1.06K | 0.05% | 111 |
|
|
2020
Q2 | $213K | Buy |
+3,072
| New | +$213K | 0.05% | 110 |
|
|
2020
Q1 | – | Sell |
-3,045
| Closed | -$221K | – | 134 |
|
|
2019
Q4 | $221K | Hold |
3,045
| – | – | 0.04% | 139 |
|
|
2019
Q3 | $204K | Hold |
3,045
| – | – | 0.04% | 135 |
|
|
2019
Q2 | $203K | Buy |
+3,045
| New | +$203K | 0.05% | 132 |
|
|
2018
Q4 | – | Sell |
-3,045
| Closed | -$203K | – | 140 |
|
|
2018
Q3 | $203K | Buy |
+3,045
| New | +$203K | 0.05% | 125 |
|