IDA
Intelligence Driven Advisers’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 |
-5,315
| Closed | -$478K | – | 102 |
|
|
2023
Q1 | $478K | Sell |
5,315
-436
| -8% | -$39.2K | 0.09% | 54 |
|
|
2022
Q4 | $495K | Sell |
5,751
-6
| -0.1% | -$516 | 0.09% | 57 |
|
|
2022
Q3 | $479K | Sell |
5,757
-102
| -2% | -$8.49K | 0.1% | 72 |
|
|
2022
Q2 | $498K | Sell |
5,859
-120
| -2% | -$10.2K | 0.1% | 72 |
|
|
2022
Q1 | $597K | Sell |
5,979
-58
| -1% | -$5.79K | 0.11% | 61 |
|
|
2021
Q4 | $587K | Sell |
6,037
-686
| -10% | -$66.7K | 0.11% | 53 |
|
|
2021
Q3 | $667K | Sell |
6,723
-190
| -3% | -$18.9K | 0.15% | 43 |
|
|
2021
Q2 | $683K | Sell |
6,913
-596
| -8% | -$58.9K | 0.13% | 50 |
|
|
2021
Q1 | $688K | Buy |
7,509
+1,587
| +27% | +$145K | 0.15% | 45 |
|
|
2020
Q4 | $511K | Sell |
5,922
-136
| -2% | -$11.7K | 0.11% | 62 |
|
|
2020
Q3 | $457K | Sell |
6,058
-2,074
| -26% | -$156K | 0.11% | 54 |
|
|
2020
Q2 | $565K | Buy |
8,132
+328
| +4% | +$22.8K | 0.2% | 54 |
|
|
2020
Q1 | $446K | Buy |
7,804
+2,983
| +62% | +$170K | 0.21% | 56 |
|
|
2019
Q4 | $350K | Buy |
+4,821
| New | +$350K | 0.16% | 65 |
|