Destination Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,788
| Closed | -$206K | – | 202 |
|
|
2024
Q1 | $206K | Buy |
+1,788
| New | +$206K | 0.01% | 202 |
|
|
2023
Q4 | – | Sell |
-2,861
| Closed | -$269K | – | 200 |
|
|
2023
Q3 | $269K | Buy |
+2,861
| New | +$269K | 0.01% | 173 |
|
|
2022
Q2 | – | Sell |
-2,474
| Closed | -$250K | – | 200 |
|
|
2022
Q1 | $250K | Sell |
2,474
-1,427
| -37% | -$144K | 0.01% | 183 |
|
|
2021
Q4 | $417K | Buy |
+3,901
| New | +$417K | 0.01% | 151 |
|
|
2015
Q3 | – | Sell |
-50,046
| Closed | -$2.36M | – | 166 |
|
|
2015
Q2 | $2.36M | Buy |
+50,046
| New | +$2.36M | 0.16% | 93 |
|