Family Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.58M | Sell |
12,547
-29
| -0.2% | -$3.64K | 0.95% | 27 |
|
|
2024
Q2 | $1.49M | Sell |
12,576
-1,351
| -10% | -$160K | 0.96% | 25 |
|
|
2024
Q1 | $1.61M | Sell |
13,927
-464
| -3% | -$53.5K | 1% | 22 |
|
|
2023
Q4 | $1.51M | Sell |
14,391
-352
| -2% | -$37K | 1.01% | 22 |
|
|
2023
Q3 | $1.39M | Sell |
14,743
-8,504
| -37% | -$801K | 1.02% | 22 |
|
|
2023
Q2 | $2.27M | Sell |
23,247
-3,790
| -14% | -$371K | 1.54% | 16 |
|
|
2023
Q1 | $2.45M | Sell |
27,037
-3,194
| -11% | -$289K | 1.79% | 13 |
|
|
2022
Q4 | $2.56M | Buy |
+30,231
| New | +$2.56M | 2.13% | 13 |
|