Institutional & Family Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $12K | Hold |
101
| – | – | ﹤0.01% | 395 |
|
|
2024
Q1 | $11.6K | Buy |
101
+29
| +40% | +$3.34K | ﹤0.01% | 390 |
|
|
2023
Q4 | $7.58K | Hold |
72
| – | – | ﹤0.01% | 424 |
|
|
2023
Q3 | $6.78K | Hold |
72
| – | – | ﹤0.01% | 422 |
|
|
2023
Q2 | $7.04K | Hold |
72
| – | – | ﹤0.01% | 422 |
|
|
2023
Q1 | $6.52K | Hold |
72
| – | – | ﹤0.01% | 438 |
|
|
2022
Q4 | $6.11K | Hold |
72
| – | – | ﹤0.01% | 440 |
|
|
2022
Q3 | $6K | Sell |
72
-245
| -77% | -$20.4K | ﹤0.01% | 453 |
|
|
2022
Q2 | $27K | Hold |
317
| – | – | ﹤0.01% | 283 |
|
|
2022
Q1 | $32K | Hold |
317
| – | – | 0.01% | 294 |
|
|
2021
Q4 | $34K | Hold |
317
| – | – | 0.01% | 305 |
|
|
2021
Q3 | $31K | Hold |
317
| – | – | 0.01% | 397 |
|
|
2021
Q2 | $31K | Hold |
317
| – | – | 0.01% | 411 |
|
|
2021
Q1 | $29K | Buy |
317
+16
| +5% | +$1.46K | 0.01% | 446 |
|
|
2020
Q4 | $26K | Hold |
301
| – | – | 0.01% | 408 |
|
|
2020
Q3 | $23K | Buy |
301
+245
| +438% | +$18.7K | 0.01% | 385 |
|
|
2020
Q2 | $4K | Hold |
56
| – | – | ﹤0.01% | 606 |
|
|
2020
Q1 | $3K | Buy |
+56
| New | +$3K | ﹤0.01% | 588 |
|
|
2019
Q1 | – | Sell |
-4
| Closed | – | – | 858 |
|
|
2018
Q4 | $0 | Buy |
+4
| New | – | ﹤0.01% | 853 |
|