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Elm Advisors’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2022
Q1
$776K Hold
7,691
1.05% 24
2021
Q4
$823K Buy
7,691
+280
+4% +$30K 0.46% 42
2021
Q3
$729K Hold
7,411
0.44% 43
2021
Q2
$732K Hold
7,411
0.43% 45
2021
Q1
$679K Sell
7,411
-370
-5% -$33.9K 0.42% 45
2020
Q4
$671K Hold
7,781
0.41% 41
2020
Q3
$587K Buy
7,781
+37
+0.5% +$2.79K 0.4% 47
2020
Q2
$538K Buy
7,744
+6
+0.1% +$417 0.38% 48
2020
Q1
$443K Sell
7,738
-2,115
-21% -$121K 0.36% 50
2019
Q4
$716K Sell
9,853
-16
-0.2% -$1.16K 0.45% 42
2019
Q3
$662K Buy
9,869
+25
+0.3% +$1.68K 0.45% 44
2019
Q2
$656K Buy
9,844
+69
+0.7% +$4.6K 0.45% 43
2019
Q1
$630K Buy
9,775
+40
+0.4% +$2.58K 0.44% 43
2018
Q4
$553K Buy
+9,735
New +$553K 0.45% 44