DB Wealth Management Group’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
Q4 | $1.75M | Buy |
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|
2023
Q3 | $167K | Buy |
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|
2023
Q2 | $103K | Hold |
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|
2023
Q1 | $95.2K | Hold |
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|
2022
Q4 | $89.1K | Sell |
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|
2022
Q3 | $177K | Sell |
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|
2022
Q2 | $267K | Sell |
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|
2022
Q1 | $1.04M | Buy |
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|
2021
Q4 | $1.1M | Buy |
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|
2021
Q3 | $987K | Buy |
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|
2021
Q2 | $982K | Buy |
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|
2021
Q1 | $904K | Buy |
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|
2020
Q4 | $567K | Buy |
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