Carlson Capital Management’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
Q4 | $621K | Sell |
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|
2024
Q3 | $651K | Sell |
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|
2024
Q2 | $708K | Sell |
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|
2024
Q1 | $771K | Sell |
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|
2023
Q4 | $5.71M | Buy |
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|
2023
Q3 | $4.47M | Buy |
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|
2023
Q2 | $4.58M | Buy |
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|
2023
Q1 | $4.22M | Buy |
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|
2022
Q4 | $3.01M | Buy |
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|
2022
Q3 | $2.51M | Buy |
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|
2022
Q2 | $1.72M | Buy |
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|
2022
Q1 | $844K | Buy |
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|
2021
Q4 | $653K | Sell |
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|
2021
Q3 | $693K | Buy |
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|
2021
Q2 | $595K | Buy |
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|
2021
Q1 | $413K | Hold |
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|
2020
Q4 | $398K | Buy |
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|
2020
Q3 | $297K | Hold |
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|
2020
Q2 | $281K | Hold |
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|
2020
Q1 | $247K | Buy |
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