Emerson Wealth’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
Q2
$1.19M Hold
2022
Q1
$1.43M Sell
2021
Q4
$1.55M Sell
2021
Q3
$1.46M Hold
2021
Q2
$1.47M Sell
2021
Q1
$1.37M Sell
2020
Q4
$1.37M Hold
2020
Q3
$1.2M Sell
2020
Q2
$1.14M Sell
2020
Q1
$940K Sell
2019
Q4
$1.43M Sell
2019
Q3
$1.54M Sell
2019
Q2
$1.57M Buy
2019
Q1
$1.52M Buy
2018
Q4
$1.27M Buy