Broad Run Investment Management’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
Q1 | – | Sell |
-3,342
| Closed | -$352K | – | 27 |
|
|
2023
Q4 | $352K | Buy |
+3,342
| New | +$352K | 0.05% | 26 |
|
|
2023
Q1 | – | Sell |
-11,369
| Closed | -$964K | – | 28 |
|
|
2022
Q4 | $964K | Buy |
+11,369
| New | +$964K | 0.12% | 27 |
|
|
2022
Q3 | – | Sell |
-3,518
| Closed | -$295K | – | 23 |
|
|
2022
Q2 | $295K | Buy |
+3,518
| New | +$295K | 0.03% | 24 |
|