Burt Wealth Advisors’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Burt Wealth Advisors’s Portfolio ITOT Stock Details ITOT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell
2023 Q2	$774K	Hold
2023 Q1	$716K	Hold
2022 Q4	$670K	Hold
2022 Q3	$629K	Buy
2022 Q2	$554K	Buy
2022 Q1	$641K	Hold
2021 Q4	$679K	Hold
2021 Q3	$625K	Hold
2021 Q2	$627K	Hold
2021 Q1	$582K	Hold
2020 Q4	$547K	Hold
2020 Q3	$479K	Hold
2020 Q2	$441K	Hold
2020 Q1	$363K	Hold
2019 Q4	$462K	Hold
2019 Q3	$426K	Hold
2019 Q2	$423K	Hold
2019 Q1	$409K	Hold
2018 Q4	$360K	Hold
2018 Q3	$423K	Hold
2018 Q2	$397K	Hold
2018 Q1	$384K	Hold
2017 Q4	$388K	Hold
2017 Q3	$366K	Hold
2017 Q2	$351K	Hold
2017 Q1	$343K	Hold
2016 Q4	$326K	Sell
2016 Q3	$364K	Hold
2016 Q2	$350K	Sell
2016 Q1	$436K	Hold
2015 Q4	$434K	Sell
2015 Q3	$850K	Buy
2015 Q2	$441K	Hold
2015 Q1	$443K	Hold
2014 Q4	$439K	Buy