Intelligence Driven Advisers’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
2023
Q2
Sell
-5,315
Closed -$478K 102
2023
Q1
$478K Sell
5,315
-436
-8% -$38.7K 0.09% 54
2022
Q4
$495K Sell
5,751
-6
-0.1% -$512 0.09% 57
2022
Q3
$479K Sell
5,757
-102
-2% -$9.02K 0.1% 73
2022
Q2
$498K Sell
5,859
-120
-2% -$10.9K 0.1% 73
2022
Q1
$597K Sell
5,979
-58
-1% -$5.78K 0.11% 61
2021
Q4
$587K Sell
6,037
-686
-10% -$71.7K 0.11% 53
2021
Q3
$667K Sell
6,723
-190
-3% -$19.2K 0.15% 43
2021
Q2
$683K Sell
6,913
-596
-8% -$57.3K 0.13% 50
2021
Q1
$688K Buy
7,509
+1,587
+27% +$142K 0.15% 45
2020
Q4
$511K Sell
5,922
-136
-2% -$11K 0.11% 62
2020
Q3
$457K Sell
6,058
-2,074
-26% -$155K 0.11% 54
2020
Q2
$565K Buy
8,132
+328
+4% +$21.4K 0.2% 54
2020
Q1
$446K Buy
7,804
+2,983
+62% +$205K 0.21% 56
2019
Q4
$350K Buy
+4,821
New +$335K 0.16% 65

Other funds holding ITOT