Emerson Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $1.19M | Hold |
14,202
| – | – | 0.78% | 11 |
|
|
2022
Q1 | $1.43M | Sell |
14,202
-251
| -2% | -$25.3K | 0.79% | 11 |
|
|
2021
Q4 | $1.55M | Sell |
14,453
-417
| -3% | -$44.6K | 0.81% | 10 |
|
|
2021
Q3 | $1.46M | Hold |
14,870
| – | – | 0.82% | 11 |
|
|
2021
Q2 | $1.47M | Sell |
14,870
-102
| -0.7% | -$10.1K | 0.81% | 11 |
|
|
2021
Q1 | $1.37M | Sell |
14,972
-904
| -6% | -$82.8K | 0.82% | 11 |
|
|
2020
Q4 | $1.37M | Hold |
15,876
| – | – | 0.81% | 10 |
|
|
2020
Q3 | $1.2M | Sell |
15,876
-510
| -3% | -$38.5K | 0.81% | 10 |
|
|
2020
Q2 | $1.14M | Sell |
16,386
-39
| -0.2% | -$2.71K | 0.8% | 11 |
|
|
2020
Q1 | $940K | Sell |
16,425
-3,269
| -17% | -$187K | 0.83% | 13 |
|
|
2019
Q4 | $1.43M | Sell |
19,694
-3,279
| -14% | -$238K | 0.96% | 10 |
|
|
2019
Q3 | $1.54M | Sell |
22,973
-629
| -3% | -$42.2K | 1.14% | 10 |
|
|
2019
Q2 | $1.57M | Buy |
23,602
+47
| +0.2% | +$3.13K | 1.16% | 10 |
|
|
2019
Q1 | $1.52M | Buy |
23,555
+1,242
| +6% | +$80K | 1.16% | 12 |
|
|
2018
Q4 | $1.27M | Buy |
+22,313
| New | +$1.27M | 1.22% | 10 |
|