GenWealth Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-2,827
| Closed | -$244K | – | 70 |
|
|
2020
Q4 | $244K | Sell |
2,827
-439
| -13% | -$37.9K | 0.08% | 62 |
|
|
2020
Q3 | $252K | Sell |
3,266
-1,978
| -38% | -$153K | 0.09% | 59 |
|
|
2020
Q2 | $366K | Sell |
5,244
-79
| -1% | -$5.51K | 0.14% | 54 |
|
|
2020
Q1 | $304K | Sell |
5,323
-598
| -10% | -$34.2K | 0.13% | 44 |
|
|
2019
Q4 | $430K | Sell |
5,921
-750
| -11% | -$54.5K | 0.17% | 48 |
|
|
2019
Q3 | $447K | Hold |
6,671
| – | – | 0.19% | 47 |
|
|
2019
Q2 | $448K | Sell |
6,671
-46
| -0.7% | -$3.09K | 0.19% | 48 |
|
|
2019
Q1 | $437K | Buy |
6,717
+15
| +0.2% | +$976 | 0.2% | 44 |
|
|
2018
Q4 | $380K | Sell |
6,702
-156
| -2% | -$8.85K | 0.19% | 40 |
|
|
2018
Q3 | $457K | Sell |
6,858
-27
| -0.4% | -$1.8K | 0.21% | 41 |
|
|
2018
Q2 | $430K | Sell |
6,885
-443
| -6% | -$27.7K | 0.21% | 39 |
|
|
2018
Q1 | $443K | Sell |
7,328
-95
| -1% | -$5.74K | 0.23% | 37 |
|
|
2017
Q4 | $479K | Sell |
7,423
-618
| -8% | -$39.9K | 0.24% | 38 |
|
|
2017
Q3 | $463K | Sell |
8,041
-825
| -9% | -$47.5K | 0.28% | 32 |
|
|
2017
Q2 | $491K | Buy |
+8,866
| New | +$491K | 0.33% | 29 |
|