M&R 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
2024
Q3
$8.92K Hold
2024
Q2
$8.43K Hold
2024
Q1
$8.19K Hold
2023
Q4
$7.47K Hold
2023
Q3
$6.69K Buy
2022
Q4
Sell
2022
Q3
$160K Hold
2022
Q2
$169K Buy
2022
Q1
$204K Buy
2021
Q4
$215K Buy
2021
Q3
$196K Hold
2021
Q2
$197K Buy