Buckingham Strategic Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $424M | Buy |
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|
2024
Q1 | $368M | Buy |
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|
2023
Q4 | $273M | Buy |
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|
2023
Q3 | $178M | Buy |
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|
2023
Q2 | $157M | Buy |
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|
2023
Q1 | $94.2M | Hold |
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|
2022
Q4 | $94.2M | Buy |
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|
2022
Q3 | $82.2M | Buy |
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|
2022
Q2 | $71.6M | Buy |
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|
2022
Q1 | $68.5M | Buy |
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|
2021
Q4 | $28.7M | Buy |
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|
2021
Q3 | $16.6M | Buy |
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|
2021
Q2 | $2.94M | Buy |
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|
2021
Q1 | $1.22M | Sell |
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|
2020
Q4 | $1.38M | Buy |
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|
2020
Q3 | $956K | Sell |
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|
2020
Q2 | $1.2M | Buy |
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|
2020
Q1 | $793K | Sell |
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|
2019
Q4 | $1.22M | Buy |
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|
2019
Q3 | $1.12M | Sell |
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|
2019
Q2 | $1.15M | Buy |
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|
2019
Q1 | $1.1M | Sell |
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|
2018
Q4 | $1.13M | Buy |
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|
2018
Q3 | $494K | Buy |
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|
2018
Q2 | $446K | Buy |
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|
2018
Q1 | $416K | Hold |
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|
2017
Q4 | $421K | Hold |
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|
2017
Q3 | $396K | Buy |
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|
2017
Q2 | $381K | Hold |
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|
2017
Q1 | $371K | Buy |
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|
2016
Q4 | $335K | Buy |
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|
2016
Q3 | $260K | Hold |
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|
2016
Q2 | $250K | Hold |
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|
2016
Q1 | $245K | Buy |
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