Jackson Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
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|
2021
Q4 | $15.6M | Sell |
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|
2021
Q3 | $36K | Sell |
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|
2021
Q2 | $15.8M | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $430K | Sell |
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|
2019
Q4 | $500K | Buy |
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|
2019
Q3 | $410K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $815K | Sell |
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|
2017
Q4 | $1.08M | Hold |
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|
2017
Q3 | $1M | Buy |
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