Relative Value Partners Group’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
2024
Q2
Sell
2024
Q1
$11.1M Hold
2023
Q4
$11M Buy
2023
Q3
$8.01M Buy
2023
Q2
$8.31M Sell
2023
Q1
$7.72M Buy
2022
Q4
$6.44M Buy
2022
Q3
$5.08M Sell
2022
Q2
$6.02M Sell
2022
Q1
$9.15M Buy