Icon Wealth Partners’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
Q3 | $1.3M | Hold |
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|
2023
Q2 | $1.35M | Hold |
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2023
Q1 | $1.25M | Buy |
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|
2022
Q2 | $1.16M | Sell |
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|
2022
Q1 | $1.44M | Hold |
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|
2021
Q4 | $1.52M | Hold |
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|
2021
Q3 | $1.4M | Hold |
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|
2021
Q2 | $1.41M | Hold |
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|
2021
Q1 | $1.3M | Sell |
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|
2020
Q4 | $1.31M | Sell |
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|
2020
Q3 | $1.17M | Sell |
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|
2020
Q2 | $1.08M | Sell |
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|
2020
Q1 | $3.37M | Sell |
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|
2019
Q4 | $8.32M | Sell |
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|
2019
Q3 | $12.1M | Sell |
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|
2019
Q2 | $13.7M | Buy |
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|
2019
Q1 | $9.65M | Buy |
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|
2018
Q4 | $1.52M | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $53K | Buy |
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