IWN
Independent Wealth Network’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,212
| Closed | -$200K | – | 215 |
|
|
2023
Q1 | $200K | Buy |
+2,212
| New | +$200K | 0.13% | 182 |
|
|
2022
Q3 | – | Sell |
-5,595
| Closed | -$469K | – | 183 |
|
|
2022
Q2 | $469K | Buy |
+5,595
| New | +$469K | 0.34% | 73 |
|
|
2022
Q1 | – | Sell |
-16,036
| Closed | -$1.72M | – | 210 |
|
|
2021
Q4 | $1.72M | Buy |
16,036
+315
| +2% | +$33.7K | 1.06% | 21 |
|
|
2021
Q3 | $1.68M | Buy |
+15,721
| New | +$1.68M | 1.1% | 21 |
|