Drive 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
Q4 | – | Sell |
-3,174
| Closed | -$399K | – | 360 |
|
|
2024
Q3 | $399K | Buy |
3,174
+622
| +24% | +$78.1K | 0.1% | 163 |
|
|
2024
Q2 | $303K | Buy |
2,552
+6
| +0.2% | +$713 | 0.08% | 191 |
|
|
2024
Q1 | $294K | Sell |
2,546
-170
| -6% | -$19.6K | 0.08% | 207 |
|
|
2023
Q4 | $286K | Sell |
2,716
-36
| -1% | -$3.79K | 0.09% | 203 |
|
|
2023
Q3 | $260K | Hold |
2,752
| – | – | 0.1% | 195 |
|
|
2023
Q2 | $269K | Sell |
2,752
-38
| -1% | -$3.72K | 0.1% | 195 |
|
|
2023
Q1 | $253K | Sell |
2,790
-114
| -4% | -$10.3K | 0.11% | 210 |
|
|
2022
Q4 | $246K | Buy |
+2,904
| New | +$246K | 0.12% | 185 |
|
|
2022
Q2 | – | Sell |
-3,094
| Closed | -$312K | – | 178 |
|
|
2022
Q1 | $312K | Sell |
3,094
-24
| -0.8% | -$2.42K | 0.26% | 97 |
|
|
2021
Q4 | $334K | Buy |
+3,118
| New | +$334K | 0.29% | 90 |
|