Essex Savings Bank’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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.45M | Buy |
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2025
Q1 | $2.05M | Buy |
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2024
Q4 | $1.98M | Buy |
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2024
Q3 | $1.76M | Sell |
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2024
Q2 | $1.94M | Buy |
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2024
Q1 | $977K | Hold |
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2023
Q4 | $977K | Buy |
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2023
Q3 | $529K | Buy |
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2023
Q2 | $538K | Buy |
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2023
Q1 | $448K | Sell |
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2022
Q4 | $468K | Sell |
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2022
Q3 | $516K | Sell |
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2022
Q2 | $599K | Buy |
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2022
Q1 | $677K | Hold |
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2021
Q4 | $717K | Buy |
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2021
Q3 | $493K | Sell |
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2021
Q2 | $481K | Hold |
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2021
Q1 | $441K | Buy |
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2020
Q4 | $391K | Hold |
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2020
Q3 | $342K | Hold |
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2020
Q2 | $315K | Hold |
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2020
Q1 | $260K | Hold |
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2019
Q4 | $330K | Buy |
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2019
Q3 | $288K | Sell |
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2019
Q2 | $338K | Sell |
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2019
Q1 | $330K | Sell |
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2018
Q4 | $595K | Buy |
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