MAP
Milestone Advisory Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $2.64M | Buy |
28,017
+3,734
| +15% | +$352K | 2.19% | 17 |
|
|
2023
Q2 | $2.38M | Buy |
24,283
+943
| +4% | +$92.3K | 2.15% | 19 |
|
|
2023
Q1 | $2.11M | Buy |
23,340
+193
| +0.8% | +$17.5K | 1.95% | 17 |
|
|
2022
Q4 | $1.96M | Sell |
23,147
-709
| -3% | -$60.1K | 1.46% | 17 |
|
|
2022
Q3 | $1.9M | Sell |
23,856
-36
| -0.2% | -$2.86K | 1.42% | 17 |
|
|
2022
Q2 | $2.02M | Sell |
23,892
-78
| -0.3% | -$6.6K | 1.64% | 16 |
|
|
2022
Q1 | $2.42M | Buy |
23,970
+605
| +3% | +$61.1K | 1.31% | 23 |
|
|
2021
Q4 | $2.5M | Sell |
23,365
-46
| -0.2% | -$4.92K | 1.26% | 22 |
|
|
2021
Q3 | $2.3M | Sell |
23,411
-177
| -0.8% | -$17.4K | 1.35% | 23 |
|
|
2021
Q2 | $2.33M | Sell |
23,588
-1,520
| -6% | -$150K | 1.23% | 24 |
|
|
2021
Q1 | $2.3M | Sell |
25,108
-1,635
| -6% | -$150K | 1.23% | 25 |
|
|
2020
Q4 | $2.31M | Sell |
26,743
-4
| -0% | -$345 | 1.31% | 24 |
|
|
2020
Q3 | $2.02M | Buy |
26,747
+2,787
| +12% | +$210K | 1.26% | 19 |
|
|
2020
Q2 | $1.66M | Buy |
23,960
+630
| +3% | +$43.8K | 0.98% | 22 |
|
|
2020
Q1 | $1.34M | Sell |
23,330
-32,534
| -58% | -$1.86M | 0.93% | 15 |
|
|
2019
Q4 | $4.06M | Buy |
55,864
+222
| +0.4% | +$16.1K | 2.13% | 15 |
|
|
2019
Q3 | $3.73M | Buy |
55,642
+13,884
| +33% | +$931K | 2.1% | 15 |
|
|
2019
Q2 | $2.78M | Buy |
41,758
+649
| +2% | +$43.2K | 1.69% | 18 |
|
|
2019
Q1 | $2.65M | Buy |
41,109
+14,408
| +54% | +$928K | 1.71% | 17 |
|
|
2018
Q4 | $1.5M | Sell |
26,701
-30,712
| -53% | -$1.73M | 1.3% | 19 |
|
|
2018
Q3 | $3.83M | Buy |
57,413
+870
| +2% | +$58K | 2.71% | 15 |
|
|
2018
Q2 | $3.54M | Buy |
56,543
+1,826
| +3% | +$114K | 2.63% | 12 |
|
|
2018
Q1 | $3.31M | Sell |
54,717
-2,359
| -4% | -$143K | 2.47% | 11 |
|
|
2017
Q4 | $3.49M | Buy |
+57,076
| New | +$3.49M | 2.61% | 12 |
|