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 |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $12K | Hold |
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|
2024
Q1 | $11.6K | Buy |
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|
2023
Q4 | $7.58K | Hold |
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|
2023
Q3 | $6.78K | Hold |
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|
2023
Q2 | $7.04K | Hold |
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|
2023
Q1 | $6.52K | Hold |
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|
2022
Q4 | $6.11K | Hold |
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|
2022
Q3 | $6K | Sell |
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|
2022
Q2 | $27K | Hold |
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|
2022
Q1 | $32K | Hold |
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|
2021
Q4 | $34K | Hold |
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|
2021
Q3 | $31K | Hold |
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|
2021
Q2 | $31K | Hold |
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|
2021
Q1 | $29K | Buy |
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|
2020
Q4 | $26K | Hold |
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|
2020
Q3 | $23K | Buy |
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|
2020
Q2 | $4K | Hold |
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|
2020
Q1 | $3K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $0 | Buy |
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