MKD Wealth Coaches’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $458K | Sell |
3,394
-6
| -0.2% | -$810 | 0.48% | 15 |
|
|
2025
Q1 | $415K | Hold |
3,400
| – | – | 0.47% | 15 |
|
|
2024
Q4 | $437K | Buy |
+3,400
| New | +$437K | 0.44% | 16 |
|
|
2020
Q1 | – | Sell |
-4,512
| Closed | -$328K | – | 48 |
|
|
2019
Q4 | $328K | Sell |
4,512
-268
| -6% | -$19.5K | 0.28% | 47 |
|
|
2019
Q3 | $321K | Sell |
4,780
-134
| -3% | -$9K | 0.33% | 43 |
|
|
2019
Q2 | $327K | Sell |
4,914
-93
| -2% | -$6.19K | 0.29% | 40 |
|
|
2019
Q1 | $322K | Buy |
5,007
+84
| +2% | +$5.4K | 0.33% | 40 |
|
|
2018
Q4 | $279K | Buy |
+4,923
| New | +$279K | 0.33% | 44 |
|