HYA Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $15.7M | Sell |
187,971
-5,469
| -3% | -$458K | 6.17% | 3 |
|
|
2022
Q1 | $19.5M | Buy |
193,440
+5,654
| +3% | +$571K | 6.76% | 1 |
|
|
2021
Q4 | $20.1M | Buy |
187,786
+3,329
| +2% | +$356K | 7.2% | 1 |
|
|
2021
Q3 | $18.4M | Sell |
184,457
-14,633
| -7% | -$1.46M | 7.41% | 1 |
|
|
2021
Q2 | $19.7M | Buy |
199,090
+8,296
| +4% | +$819K | 8.23% | 1 |
|
|
2021
Q1 | $17.5M | Buy |
190,794
+12,996
| +7% | +$1.19M | 8.25% | 1 |
|
|
2020
Q4 | $15.3M | Buy |
177,798
+7,574
| +4% | +$653K | 8.13% | 2 |
|
|
2020
Q3 | $12.9M | Buy |
170,224
+24,334
| +17% | +$1.84M | 7.76% | 2 |
|
|
2020
Q2 | $10.1M | Buy |
145,890
+2,666
| +2% | +$185K | 6.66% | 2 |
|
|
2020
Q1 | $8.19M | Buy |
143,224
+329
| +0.2% | +$18.8K | 6.75% | 2 |
|
|
2019
Q4 | $10.4M | Buy |
+142,895
| New | +$10.4M | 6.66% | 2 |
|