Doyle Wealth 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
2022
Q3
$601K Buy
2022
Q2
$613K Buy
2022
Q1
$681K Buy
2021
Q4
$691K Buy
2021
Q3
$632K Buy
2021
Q2
$460K Buy
2021
Q1
$398K Sell
2020
Q4
$375K Buy
2020
Q3
$328K Sell
2020
Q2
$312K Sell
2020
Q1
$325K Buy
2019
Q4
$374K Sell
2019
Q3
$540K Buy
2019
Q2
$454K Sell
2019
Q1
$462K Buy
2018
Q4
$65K Buy