Epstein & White Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $4.65M | Sell |
47,158
-2,769
| -6% | -$273K | 1.23% | 14 |
|
|
2021
Q1 | $4.58M | Sell |
49,927
-1,635
| -3% | -$150K | 1.33% | 13 |
|
|
2020
Q4 | $4.44M | Sell |
51,562
-1,735
| -3% | -$149K | 1.36% | 14 |
|
|
2020
Q3 | $4.03M | Sell |
53,297
-9,439
| -15% | -$714K | 1.44% | 11 |
|
|
2020
Q2 | $4.37M | Buy |
62,736
+2,585
| +4% | +$180K | 1.66% | 9 |
|
|
2020
Q1 | $3.45M | Buy |
60,151
+8,702
| +17% | +$498K | 1.44% | 10 |
|
|
2019
Q4 | $3.73M | Buy |
51,449
+6,032
| +13% | +$438K | 1.63% | 9 |
|
|
2019
Q3 | $3.05M | Buy |
45,417
+14,355
| +46% | +$962K | 1.48% | 9 |
|
|
2019
Q2 | $2.04M | Buy |
31,062
+9,523
| +44% | +$626K | 1.09% | 10 |
|
|
2019
Q1 | $1.38M | Buy |
21,539
+4,975
| +30% | +$319K | 0.79% | 12 |
|
|
2018
Q4 | $937K | Buy |
16,564
+2,225
| +16% | +$126K | 0.59% | 16 |
|
|
2018
Q3 | $953K | Buy |
14,339
+789
| +6% | +$52.4K | 0.63% | 17 |
|
|
2018
Q2 | $844K | Buy |
13,550
+72
| +0.5% | +$4.49K | 0.63% | 21 |
|
|
2018
Q1 | $818K | Sell |
13,478
-100
| -0.7% | -$6.07K | 0.53% | 30 |
|
|
2017
Q4 | $866K | Buy |
+13,578
| New | +$866K | 0.5% | 31 |
|