Buffington Mohr McNeal’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
Q2
Sell
-2,268
Closed -$205K 125
2023
Q1
$205K Buy
+2,268
New +$201K 0.05% 120
2022
Q2
Sell
-2,539
Closed -$256K 123
2022
Q1
$256K Buy
2,539
+271
+12% +$27K 0.05% 116
2021
Q4
$243K Buy
+2,268
New +$237K 0.04% 125
2019
Q2
Sell
-1,995
Closed -$128K 219
2019
Q1
$128K Buy
+1,995
New +$124K 0.04% 135

Other funds holding ITOT

Buffington Mohr McNeal's ITOT Position: Q2 2023 in Review

Buffington Mohr McNeal sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q2 2023, closing a stake of 2,268 shares — an estimated $205K sold.

Buffington Mohr McNeal first reported a position in ITOT in Q1 2019 and held it in 4 quarters. The position peaked at $256K in Q1 2022. 1,074 funds tracked by Wall St. Rank hold ITOT as of Q2 2023.

  • Buffington Mohr McNeal reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q2 2023 after selling out during the quarter.
  • Buffington Mohr McNeal sold 2,268 iShares Core S&P Total US Stock Market ETF shares in Q2 2023, an estimated $205K.
  • Buffington Mohr McNeal first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2019 and held it in 4 quarters.
  • Buffington Mohr McNeal's iShares Core S&P Total US Stock Market ETF position peaked at $256K in Q1 2022.
  • 1,074 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2023.

Based on Buffington Mohr McNeal's 13F filing for Q2 2023, filed 25 Jul 2023.