Insight Wealth Strategies’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-7,106
| Closed | -$699K | – | 174 |
|
|
2021
Q3 | $699K | Sell |
7,106
-745
| -9% | -$73.3K | 0.1% | 130 |
|
|
2021
Q2 | $775K | Sell |
7,851
-1,305
| -14% | -$129K | 0.11% | 119 |
|
|
2021
Q1 | $839K | Sell |
9,156
-4,335
| -32% | -$397K | 0.11% | 117 |
|
|
2020
Q4 | $1.16M | Sell |
13,491
-150
| -1% | -$12.9K | 0.2% | 66 |
|
|
2020
Q3 | $1.03M | Buy |
13,641
+58
| +0.4% | +$4.38K | 0.19% | 58 |
|
|
2020
Q2 | $943K | Sell |
13,583
-267
| -2% | -$18.5K | 0.21% | 51 |
|
|
2020
Q1 | $792K | Buy |
13,850
+2,349
| +20% | +$134K | 0.21% | 44 |
|
|
2019
Q4 | $836K | Buy |
11,501
+3,904
| +51% | +$284K | 0.18% | 90 |
|
|
2019
Q3 | $510K | Buy |
7,597
+2,501
| +49% | +$168K | 0.12% | 112 |
|
|
2019
Q2 | $340K | Buy |
+5,096
| New | +$340K | 0.08% | 133 |
|