IWA
Intercontinental Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-935
| Closed | -$70K | – | 233 |
|
|
2019
Q4 | $70K | Sell |
935
-1,720
| -65% | -$129K | 0.06% | 165 |
|
|
2019
Q3 | $178K | Hold |
2,655
| – | – | 0.11% | 134 |
|
|
2019
Q2 | $177K | Hold |
2,655
| – | – | 0.09% | 130 |
|
|
2019
Q1 | $171K | Hold |
2,655
| – | – | 0.08% | 134 |
|
|
2018
Q4 | $151K | Buy |
+2,655
| New | +$151K | 0.08% | 137 |
|