First Ascent Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $5.54M | Buy |
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|
2023
Q3 | $4.38M | Buy |
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|
2023
Q2 | $3.78M | Buy |
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|
2023
Q1 | $2.45M | Sell |
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|
2022
Q4 | $2.35M | Sell |
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|
2022
Q3 | $2.73M | Sell |
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|
2022
Q2 | $3.02M | Sell |
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|
2022
Q1 | $3.75M | Sell |
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|
2021
Q4 | $4.76M | Buy |
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|
2021
Q3 | $4.27M | Sell |
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|
2021
Q2 | $4.34M | Sell |
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|
2021
Q1 | $4.51M | Buy |
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|
2020
Q4 | $3.72M | Buy |
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|
2020
Q3 | $2.82M | Sell |
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|
2020
Q2 | $3.05M | Buy |
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