OptiFour Integrated Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $22.3M | Buy |
307,332
+249
| +0.1% | +$18.1K | 15.36% | 1 |
|
|
2019
Q3 | $20.6M | Buy |
307,083
+4,987
| +2% | +$334K | 14.62% | 1 |
|
|
2019
Q2 | $20.1M | Buy |
302,096
+3,704
| +1% | +$247K | 14.06% | 1 |
|
|
2019
Q1 | $19.2M | Buy |
298,392
+9,827
| +3% | +$633K | 15.69% | 1 |
|
|
2018
Q4 | $16.4M | Buy |
288,565
+9,305
| +3% | +$528K | 14.96% | 1 |
|
|
2018
Q3 | $18.6M | Buy |
279,260
+7,540
| +3% | +$502K | 15.32% | 1 |
|
|
2018
Q2 | $17M | Buy |
271,720
+434
| +0.2% | +$27.1K | 14.68% | 1 |
|
|
2018
Q1 | $16.4M | Buy |
271,286
+12,951
| +5% | +$783K | 13.7% | 1 |
|
|
2017
Q4 | $15.8M | Buy |
+258,335
| New | +$15.8M | 13.21% | 1 |
|