Householder Group Estate & Retirement Specialist’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
Q4 | – | Sell |
-1,979
| Closed | -$248K | – | 867 |
|
|
2024
Q3 | $248K | Buy |
1,979
+1,119
| +130% | +$140K | 0.07% | 218 |
|
|
2024
Q2 | $102K | Sell |
860
-157
| -15% | -$18.6K | 0.03% | 347 |
|
|
2024
Q1 | $117K | Hold |
1,017
| – | – | 0.03% | 321 |
|
|
2023
Q4 | $107K | Buy |
1,017
+14
| +1% | +$1.47K | 0.04% | 324 |
|
|
2023
Q3 | $94.5K | Buy |
+1,003
| New | +$94.5K | 0.03% | 321 |
|
|
2023
Q1 | $81K | Buy |
+893
| New | +$81K | 0.03% | 349 |
|
|
2022
Q4 | – | Sell |
-900
| Closed | -$71K | – | 706 |
|
|
2022
Q3 | $71K | Buy |
+900
| New | +$71K | 0.03% | 326 |
|