Bartlett & Co’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
Q4 | $634K | Buy |
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|
2023
Q3 | $507K | Hold |
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|
2023
Q2 | $524K | Sell |
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|
2023
Q1 | $503K | Sell |
|
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|
2022
Q4 | $514K | Hold |
|
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|
2022
Q3 | $482K | Hold |
|
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|
2022
Q2 | $507K | Hold |
|
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|
2022
Q1 | $611K | Hold |
|
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|
2021
Q4 | $648K | Sell |
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|
2021
Q3 | $793K | Buy |
|
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|
2021
Q2 | $758K | Buy |
|
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|
2021
Q1 | $479K | Sell |
|
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|
2020
Q4 | $459K | Sell |
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|
2020
Q3 | $418K | Buy |
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|
2020
Q2 | $384K | Buy |
|