Goodwin Investment Advisory’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
Q1 | – | Sell |
-317
| Closed | -$33.4K | – | 60 |
|
|
2023
Q4 | $33.4K | Hold |
317
| – | – | 0.02% | 49 |
|
|
2023
Q3 | $29.9K | Hold |
317
| – | – | 0.02% | 67 |
|
|
2023
Q2 | $31K | Hold |
317
| – | – | 0.02% | 66 |
|
|
2023
Q1 | $28.7K | Hold |
317
| – | – | 0.02% | 66 |
|
|
2022
Q4 | $26.9K | Hold |
317
| – | – | 0.02% | 112 |
|
|
2022
Q3 | $25K | Hold |
317
| – | – | 0.02% | 117 |
|
|
2022
Q2 | $26.6K | Hold |
317
| – | – | 0.02% | 92 |
|
|
2022
Q1 | $32K | Hold |
317
| – | – | 0.02% | 104 |
|
|
2021
Q4 | $34K | Hold |
317
| – | – | 0.03% | 95 |
|
|
2021
Q3 | $31K | Hold |
317
| – | – | 0.03% | 90 |
|
|
2021
Q2 | $31K | Hold |
317
| – | – | 0.03% | 88 |
|
|
2021
Q1 | $29K | Hold |
317
| – | – | 0.03% | 100 |
|
|
2020
Q4 | $27K | Buy |
+317
| New | +$27K | 0.03% | 57 |
|