H
HoyleCohen’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $300K | Sell |
2,525
-506
| -17% | -$60.1K | 0.02% | 229 |
|
|
2024
Q1 | $349K | Buy |
3,031
+445
| +17% | +$51.3K | 0.03% | 222 |
|
|
2023
Q4 | $272K | Sell |
2,586
-217
| -8% | -$22.8K | 0.02% | 241 |
|
|
2023
Q3 | $264K | Buy |
2,803
+723
| +35% | +$68.1K | 0.02% | 230 |
|
|
2023
Q2 | $204K | Buy |
+2,080
| New | +$204K | 0.02% | 249 |
|
|
2023
Q1 | – | Sell |
-3,231
| Closed | -$274K | – | 264 |
|
|
2022
Q4 | $274K | Hold |
3,231
| – | – | 0.03% | 231 |
|
|
2022
Q3 | $257K | Hold |
3,231
| – | – | 0.03% | 221 |
|
|
2022
Q2 | $271K | Buy |
+3,231
| New | +$271K | 0.03% | 219 |
|
|
2022
Q1 | – | Sell |
-2,752
| Closed | -$294K | – | 280 |
|
|
2021
Q4 | $294K | Hold |
2,752
| – | – | 0.02% | 234 |
|
|
2021
Q3 | $271K | Buy |
+2,752
| New | +$271K | 0.03% | 229 |
|