Fortis Capital Advisors’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
Q2
Sell
-130
Closed -$11.8K 369
2023
Q1
$11.8K Sell
130
-2,605
-95% -$231K 0.01% 449
2022
Q4
$232K Buy
+2,735
New +$233K 0.14% 110

Other funds holding ITOT

Fortis Capital Advisors's ITOT Position: Q2 2023 in Review

Fortis Capital Advisors sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q2 2023, closing a stake of 130 shares — an estimated $11.8K sold.

Fortis Capital Advisors first reported a position in ITOT in Q4 2022 and held it in 2 quarters. The position peaked at $232K in Q4 2022. 1,074 funds tracked by Wall St. Rank hold ITOT as of Q2 2023.

  • Fortis Capital Advisors reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q2 2023 after selling out during the quarter.
  • Fortis Capital Advisors sold 130 iShares Core S&P Total US Stock Market ETF shares in Q2 2023, an estimated $11.8K.
  • Fortis Capital Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2022 and held it in 2 quarters.
  • Fortis Capital Advisors's iShares Core S&P Total US Stock Market ETF position peaked at $232K in Q4 2022.
  • 1,074 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2023.

Based on Fortis Capital Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.