Maxim Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $1.06M | Buy |
14,502
+1,598
| +12% | +$116K | 0.94% | 19 |
|
|
2020
Q1 | $738K | Buy |
12,904
+18
| +0.1% | +$1.03K | 0.77% | 20 |
|
|
2019
Q4 | $731K | Sell |
12,886
-10,695
| -45% | -$607K | 0.76% | 20 |
|
|
2019
Q3 | $1.58M | Buy |
23,581
+342
| +1% | +$22.9K | 1.43% | 16 |
|
|
2019
Q2 | $1.55M | Buy |
23,239
+119
| +0.5% | +$7.93K | 1.45% | 16 |
|
|
2019
Q1 | $1.49M | Buy |
23,120
+10,234
| +79% | +$659K | 1.39% | 16 |
|
|
2018
Q4 | $731K | Buy |
+12,886
| New | +$731K | 0.76% | 20 |
|