CWA
Clarus Wealth Advisors’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-11,815
| Closed | -$1.25M | – | 120 |
|
|
2021
Q4 | $1.25M | Sell |
11,815
-10,864
| -48% | -$1.15M | 0.72% | 32 |
|
|
2021
Q3 | $2.25M | Buy |
22,679
+1,426
| +7% | +$141K | 1.38% | 18 |
|
|
2021
Q2 | $2.14M | Buy |
+21,253
| New | +$2.14M | 1.34% | 22 |
|
|
2019
Q3 | – | Sell |
-188
| Closed | -$13K | – | 352 |
|
|
2019
Q2 | $13K | Buy |
+188
| New | +$13K | 0.01% | 413 |
|