Meristem Family Wealth’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
2022
Q1
$212K Hold
2,102
0.02% 318
2021
Q4
$225K Hold
2,102
0.02% 346
2021
Q3
$207K Buy
2,102
+16
+0.8% +$1.58K 0.02% 396
2021
Q2
$206K Buy
+2,086
New +$206K 0.03% 307