Greenspring 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
-2,064
Closed -$187K 99
2023
Q1
$187K Buy
+2,064
New +$183K 0.04% 121
2022
Q2
Sell
-2,064
Closed -$209K 115
2022
Q1
$209K Hold
2,064
0.06% 104
2021
Q4
$221K Buy
+2,064
New +$216K 0.06% 108

Other funds holding ITOT

Greenspring Advisors's ITOT Position: Q2 2023 in Review

Greenspring Advisors sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q2 2023, closing a stake of 2,064 shares — an estimated $187K sold.

Greenspring Advisors first reported a position in ITOT in Q4 2021 and held it in 3 quarters. The position peaked at $221K in Q4 2021. 1,074 funds tracked by Wall St. Rank hold ITOT as of Q2 2023.

  • Greenspring Advisors reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q2 2023 after selling out during the quarter.
  • Greenspring Advisors sold 2,064 iShares Core S&P Total US Stock Market ETF shares in Q2 2023, an estimated $187K.
  • Greenspring Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2021 and held it in 3 quarters.
  • Greenspring Advisors's iShares Core S&P Total US Stock Market ETF position peaked at $221K in Q4 2021.
  • 1,074 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2023.

Based on Greenspring Advisors's 13F filing for Q2 2023, filed 20 Jul 2023.