Mountain Capital Investment Advisors’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
Q1
Sell
-56,762
Closed -$4.15M 52
2019
Q4
$4.15M Buy
56,762
+51,314
+942% +$3.75M 1.85% 13
2019
Q3
$365K Sell
5,448
-10,239
-65% -$686K 0.32% 31
2019
Q2
$1.04M Buy
15,687
+5,603
+56% +$371K 0.98% 15
2019
Q1
$649K Buy
+10,084
New +$649K 0.7% 16