PS
Portfolio Solutions’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $11.1M | Buy |
139,783
+77,981
| +126% | +$6.2M | 1.4% | 11 |
|
|
2022
Q2 | $5.18M | Buy |
61,802
+58,640
| +1,855% | +$4.91M | 0.66% | 18 |
|
|
2022
Q1 | $319K | Buy |
3,162
+600
| +23% | +$60.5K | 0.04% | 39 |
|
|
2021
Q4 | $274K | Hold |
2,562
| – | – | 0.03% | 37 |
|
|
2021
Q3 | $252K | Hold |
2,562
| – | – | 0.03% | 38 |
|
|
2021
Q2 | $260K | Hold |
2,562
| – | – | 0.03% | 41 |
|
|
2021
Q1 | $235K | Hold |
2,562
| – | – | 0.03% | 40 |
|
|
2020
Q4 | $221K | Buy |
+2,562
| New | +$221K | 0.03% | 36 |
|
|
2018
Q2 | – | Sell |
-2,909
| Closed | -$176K | – | 105 |
|
|
2018
Q1 | $176K | Hold |
2,909
| – | – | 0.02% | 39 |
|
|
2017
Q4 | $178K | Buy |
2,909
+280
| +11% | +$17.1K | 0.02% | 38 |
|
|
2017
Q3 | $152K | Buy |
2,629
+2,179
| +484% | +$126K | 0.02% | 42 |
|
|
2017
Q2 | $25K | Hold |
450
| – | – | ﹤0.01% | 81 |
|
|
2017
Q1 | $24K | Buy |
+450
| New | +$24K | ﹤0.01% | 80 |
|