Principal Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-2,148
| Closed | -$212K | – | 2600 |
|
|
2021
Q2 | $212K | Sell |
2,148
-416
| -16% | -$41.1K | ﹤0.01% | 2460 |
|
|
2021
Q1 | $235K | Sell |
2,564
-399
| -13% | -$36.6K | ﹤0.01% | 2340 |
|
|
2020
Q4 | $255K | Buy |
+2,963
| New | +$255K | ﹤0.01% | 2267 |
|
|
2020
Q2 | – | Sell |
-5,520
| Closed | -$316K | – | 2339 |
|
|
2020
Q1 | $316K | Sell |
5,520
-451
| -8% | -$25.8K | ﹤0.01% | 1949 |
|
|
2019
Q4 | $434K | Sell |
5,971
-470
| -7% | -$34.2K | ﹤0.01% | 1976 |
|
|
2019
Q3 | $432K | Buy |
6,441
+1,337
| +26% | +$89.7K | ﹤0.01% | 1981 |
|
|
2019
Q2 | $340K | Buy |
+5,104
| New | +$340K | ﹤0.01% | 2039 |
|