Newman & Schimel’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
Q4 | $18.8M | Buy |
221,436
+10,276
| +5% | +$871K | 8.48% | 5 |
|
|
2022
Q3 | $16.8M | Buy |
211,160
+12,596
| +6% | +$1M | 8.3% | 5 |
|
|
2022
Q2 | $16.6M | Buy |
198,564
+13,124
| +7% | +$1.1M | 8% | 5 |
|
|
2022
Q1 | $18.7M | Buy |
185,440
+3,992
| +2% | +$403K | 12.18% | 3 |
|
|
2021
Q4 | $19.4M | Buy |
181,448
+2,816
| +2% | +$301K | 11.01% | 3 |
|
|
2021
Q3 | $17.6M | Buy |
178,632
+3,254
| +2% | +$320K | 10.98% | 4 |
|
|
2021
Q2 | $17.3M | Buy |
175,378
+5,483
| +3% | +$541K | 10.88% | 4 |
|
|
2021
Q1 | $15.6M | Buy |
169,895
+32,393
| +24% | +$2.97M | 10.41% | 4 |
|
|
2020
Q4 | $11.9M | Buy |
+137,502
| New | +$11.9M | 9.85% | 4 |
|