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 Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q2
$4.65M Sell
2021
Q1
$4.58M Sell
2020
Q4
$4.44M Sell
2020
Q3
$4.03M Sell
2020
Q2
$4.37M Buy
2020
Q1
$3.44M Buy
2019
Q4
$3.73M Buy
2019
Q3
$3.04M Buy
2019
Q2
$2.04M Buy
2019
Q1
$1.38M Buy
2018
Q4
$937K Buy
2018
Q3
$953K Buy
2018
Q2
$844K Buy
2018
Q1
$818K Sell
2017
Q4
$866K Buy