Boston Family Office’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,250
| Closed | -$259K | – | 271 |
|
|
2024
Q1 | $259K | Hold |
2,250
| – | – | 0.02% | 234 |
|
|
2023
Q4 | $237K | Hold |
2,250
| – | – | 0.02% | 234 |
|
|
2023
Q3 | $212K | Hold |
2,250
| – | – | 0.02% | 242 |
|
|
2023
Q2 | $220K | Hold |
2,250
| – | – | 0.02% | 239 |
|
|
2023
Q1 | $204K | Buy |
+2,250
| New | +$204K | 0.02% | 255 |
|
|
2022
Q2 | – | Sell |
-2,250
| Closed | -$227K | – | 279 |
|
|
2022
Q1 | $227K | Hold |
2,250
| – | – | 0.02% | 272 |
|
|
2021
Q4 | $241K | Hold |
2,250
| – | – | 0.02% | 264 |
|
|
2021
Q3 | $221K | Hold |
2,250
| – | – | 0.02% | 268 |
|
|
2021
Q2 | $222K | Hold |
2,250
| – | – | 0.02% | 262 |
|
|
2021
Q1 | $206K | Buy |
+2,250
| New | +$206K | 0.02% | 262 |
|