RMDI
R.M. Davis Inc’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $797K | Hold |
5,902
| – | – | 0.01% | 170 |
|
|
2025
Q1 | $720K | Sell |
5,902
-300
| -5% | -$36.6K | 0.01% | 173 |
|
|
2024
Q4 | $798K | Buy |
6,202
+902
| +17% | +$116K | 0.02% | 166 |
|
|
2024
Q3 | $666K | Hold |
5,300
| – | – | 0.01% | 172 |
|
|
2024
Q2 | $630K | Hold |
5,300
| – | – | 0.01% | 170 |
|
|
2024
Q1 | $611K | Sell |
5,300
-150
| -3% | -$17.3K | 0.01% | 170 |
|
|
2023
Q4 | $574K | Hold |
5,450
| – | – | 0.01% | 171 |
|
|
2023
Q3 | $513K | Sell |
5,450
-225
| -4% | -$21.2K | 0.01% | 183 |
|
|
2023
Q2 | $555K | Buy |
+5,675
| New | +$555K | 0.01% | 180 |
|