Legacy Wealth Management (Tennessee)’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
2017
Q1
Sell
-3,121
Closed -$160K 37
2016
Q4
$160K Sell
3,121
-1,211
-28% -$62.1K 0.04% 11
2016
Q3
$215K Buy
+4,332
New +$215K 0.06% 11