Fortitude Advisory Group’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
2022
Q2
Sell
-820
Closed -$83K 724
2022
Q1
$83K Sell
820
-799
-49% -$79.7K 0.04% 388
2021
Q4
$173K Buy
+1,619
New +$169K 0.09% 225

Other funds holding ITOT

Fortitude Advisory Group's ITOT Position: Q2 2022 in Review

Fortitude Advisory Group sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q2 2022, closing a stake of 820 shares — an estimated $83K sold.

Fortitude Advisory Group first reported a position in ITOT in Q4 2021 and held it in 2 quarters. The position peaked at $173K in Q4 2021. 992 funds tracked by Wall St. Rank hold ITOT as of Q2 2022.

  • Fortitude Advisory Group reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q2 2022 after selling out during the quarter.
  • Fortitude Advisory Group sold 820 iShares Core S&P Total US Stock Market ETF shares in Q2 2022, an estimated $83K.
  • Fortitude Advisory Group first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2021 and held it in 2 quarters.
  • Fortitude Advisory Group's iShares Core S&P Total US Stock Market ETF position peaked at $173K in Q4 2021.
  • 992 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2022.

Based on Fortitude Advisory Group's 13F filing for Q2 2022, filed 16 Aug 2022.