Briggs Advisory 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
Q3 | $26M | Buy |
276,498
+11,362
| +4% | +$1.07M | 14.91% | 2 |
|
|
2023
Q2 | $25.9M | Buy |
265,136
+16,441
| +7% | +$1.61M | 14.48% | 2 |
|
|
2023
Q1 | $22.5M | Buy |
248,695
+10,229
| +4% | +$926K | 13.35% | 2 |
|
|
2022
Q4 | $20.2M | Sell |
238,466
-13,766
| -5% | -$1.17M | 12.88% | 2 |
|
|
2022
Q3 | $20.1M | Buy |
252,232
+25,208
| +11% | +$2.01M | 15.05% | 2 |
|
|
2022
Q2 | $19M | Buy |
227,024
+67,043
| +42% | +$5.62M | 13.9% | 2 |
|
|
2022
Q1 | $16.1M | Buy |
159,981
+64,356
| +67% | +$6.5M | 10.72% | 3 |
|
|
2021
Q4 | $10.2M | Buy |
+95,625
| New | +$10.2M | 6.98% | 4 |
|