JDM Financial Group’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-172
| Closed | -$20.4K | – | 411 |
|
|
2024
Q2 | $20.4K | Hold |
172
| – | – | 0.01% | 111 |
|
|
2024
Q1 | $19.8K | Hold |
172
| – | – | 0.01% | 104 |
|
|
2023
Q4 | $18.1K | Hold |
172
| – | – | 0.02% | 103 |
|
|
2023
Q3 | $16.2K | Hold |
172
| – | – | 0.01% | 104 |
|
|
2023
Q2 | $16.8K | Hold |
172
| – | – | 0.01% | 105 |
|
|
2023
Q1 | $15.6K | Hold |
172
| – | – | 0.01% | 111 |
|
|
2022
Q4 | $14.6K | Buy |
+172
| New | +$14.6K | 0.01% | 109 |
|