Jacobi Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
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|
2021
Q3 | $132K | Hold |
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|
2021
Q2 | $132K | Sell |
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|
2021
Q1 | $177K | Buy |
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|
2020
Q4 | $64K | Hold |
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|
2020
Q3 | $56K | Sell |
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|
2020
Q2 | $53K | Buy |
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|
2020
Q1 | $16K | Sell |
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|
2019
Q4 | $4.95M | Sell |
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|
2019
Q3 | $6.79M | Buy |
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|
2019
Q2 | $3.93M | Buy |
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|
2019
Q1 | $3.42M | Sell |
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|
2018
Q4 | $3.37M | Buy |
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|
2018
Q3 | $516K | Buy |
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|
2018
Q2 | $472K | Buy |
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|
2018
Q1 | $187K | Buy |
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