MHR
Matthew Hamilton Rosenberg’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.78M | Sell |
13,153
-906
| -6% | -$122K | 0.41% | 29 |
|
|
2025
Q1 | $1.72M | Sell |
14,059
-483
| -3% | -$58.9K | 0.43% | 29 |
|
|
2024
Q4 | $1.87M | Sell |
14,542
-849
| -6% | -$109K | 0.49% | 27 |
|
|
2024
Q3 | $1.93M | Buy |
15,391
+544
| +4% | +$68.3K | 0.51% | 27 |
|
|
2024
Q2 | $1.77M | Sell |
14,847
-1,278
| -8% | -$152K | 0.52% | 26 |
|
|
2024
Q1 | $1.85M | Buy |
16,125
+565
| +4% | +$65K | 0.54% | 26 |
|
|
2023
Q4 | $1.64M | Sell |
15,560
-1,844
| -11% | -$194K | 0.5% | 26 |
|
|
2023
Q3 | $1.64M | Sell |
17,404
-15
| -0.1% | -$1.41K | 0.55% | 26 |
|
|
2023
Q2 | $1.7M | Sell |
17,419
-4,654
| -21% | -$455K | 0.58% | 24 |
|
|
2023
Q1 | $2M | Sell |
22,073
-173
| -0.8% | -$15.7K | 0.64% | 26 |
|
|
2022
Q4 | $1.89M | Buy |
22,246
+6,532
| +42% | +$554K | 0.64% | 25 |
|
|
2022
Q3 | $1.25M | Buy |
15,714
+9,878
| +169% | +$786K | 0.48% | 30 |
|
|
2022
Q2 | $494K | Buy |
5,836
+4,779
| +452% | +$405K | 0.19% | 68 |
|
|
2022
Q1 | $107K | Buy |
1,057
+646
| +157% | +$65.4K | 0.04% | 294 |
|
|
2021
Q4 | $44K | Hold |
411
| – | – | 0.02% | 436 |
|
|
2021
Q3 | $40K | Sell |
411
-484
| -54% | -$47.1K | 0.02% | 424 |
|
|
2021
Q2 | $88K | Buy |
+895
| New | +$88K | 0.05% | 279 |
|