Patriot Wealth 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
2018
Q4
$9.82M Buy
2018
Q3
$4.91M Buy
2018
Q2
$3.26M Buy
2018
Q1
$2.82M Buy
2017
Q4
$2.57M Buy
2017
Q3
$2.19M Buy
2017
Q2
$1.91M Buy
2017
Q1
$1.57M Buy
2016
Q4
$1.39M Buy
2016
Q3
$1.31M Buy
2016
Q2
$1.2M Buy
2016
Q1
$1.13M Sell
2015
Q4
$1.91M Buy
2015
Q3
$343K Buy