Red Door 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
2021
Q3
Sell
-342
Closed -$33K 384
2021
Q2
$33K Buy
+342
New +$32.9K 0.01% 296
2020
Q3
Sell
-342
Closed -$23K 255
2020
Q2
$23K Hold
342
0.02% 237
2020
Q1
$19K Buy
+342
New +$23.5K 0.02% 231

Other funds holding ITOT

Red Door Wealth Management's ITOT Position: Q3 2021 in Review

Red Door Wealth Management sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q3 2021, closing a stake of 342 shares — an estimated $33K sold.

Red Door Wealth Management first reported a position in ITOT in Q1 2020 and held it in 3 quarters. The position peaked at $33K in Q2 2021. 871 funds tracked by Wall St. Rank hold ITOT as of Q3 2021.

  • Red Door Wealth Management reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q3 2021 after selling out during the quarter.
  • Red Door Wealth Management sold 342 iShares Core S&P Total US Stock Market ETF shares in Q3 2021, an estimated $33K.
  • Red Door Wealth Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2020 and held it in 3 quarters.
  • Red Door Wealth Management's iShares Core S&P Total US Stock Market ETF position peaked at $33K in Q2 2021.
  • 871 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2021.

Based on Red Door Wealth Management's 13F filing for Q3 2021, filed 14 Oct 2021.