Derby & Company’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $237K | Hold |
2,404
| – | – | 0.05% | 75 |
|
|
2021
Q2 | $237K | Sell |
2,404
-780
| -24% | -$76.9K | 0.05% | 74 |
|
|
2021
Q1 | $292K | Hold |
3,184
| – | – | 0.07% | 64 |
|
|
2020
Q4 | $275K | Hold |
3,184
| – | – | 0.07% | 62 |
|
|
2020
Q3 | $240K | Hold |
3,184
| – | – | 0.07% | 61 |
|
|
2020
Q2 | $221K | Sell |
3,184
-2,011
| -39% | -$140K | 0.07% | 58 |
|
|
2020
Q1 | $297K | Hold |
5,195
| – | – | 0.12% | 33 |
|
|
2019
Q4 | $378K | Buy |
+5,195
| New | +$378K | 0.14% | 38 |
|