New Capital Management’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
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|
2024
Q1 | $4.05M | Hold |
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|
2023
Q4 | $3.7M | Hold |
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|
2023
Q3 | $3.31M | Buy |
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|
2023
Q1 | $3.18M | Hold |
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|
2022
Q4 | $2.98M | Hold |
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|
2022
Q3 | $2.8M | Hold |
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|
2022
Q2 | $3.04M | Hold |
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|
2022
Q1 | $3.55M | Hold |
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|
2021
Q4 | $3.76M | Hold |
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|
2021
Q3 | $3.5M | Buy |
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|
2021
Q1 | $3.22M | Buy |
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|
2020
Q4 | $3M | Hold |
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|
2020
Q3 | $2.6M | Sell |
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|
2020
Q2 | $2.45M | Buy |
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|
2020
Q1 | $1.48M | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $0 | Hold |
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|
2017
Q1 | $0 | Hold |
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|
2016
Q4 | $0 | Buy |
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