Retirement Group’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $55.1K | Hold |
478
| – | – | 0.02% | 225 |
|
|
2023
Q4 | $50.3K | Hold |
478
| – | – | 0.02% | 220 |
|
|
2023
Q3 | $45K | Hold |
478
| – | – | 0.02% | 219 |
|
|
2023
Q2 | $46.8K | Hold |
478
| – | – | 0.02% | 210 |
|
|
2023
Q1 | $43K | Hold |
478
| – | – | 0.02% | 212 |
|
|
2022
Q4 | $41K | Buy |
478
+356
| +292% | +$30.5K | 0.02% | 202 |
|
|
2022
Q3 | $10K | Sell |
122
-356
| -74% | -$29.2K | 0.01% | 247 |
|
|
2022
Q2 | $40K | Sell |
478
-60
| -11% | -$5.02K | 0.02% | 236 |
|
|
2022
Q1 | $54K | Sell |
538
-85
| -14% | -$8.53K | 0.02% | 224 |
|
|
2021
Q4 | $67K | Buy |
623
+1
| +0.2% | +$108 | 0.03% | 201 |
|
|
2021
Q3 | $61K | Hold |
622
| – | – | 0.03% | 207 |
|
|
2021
Q2 | $61K | Buy |
622
+1
| +0.2% | +$98 | 0.03% | 219 |
|
|
2021
Q1 | $57K | Buy |
621
+1
| +0.2% | +$92 | 0.03% | 262 |
|
|
2020
Q4 | $53K | Sell |
620
-53,398
| -99% | -$4.56M | 0.02% | 257 |
|
|
2020
Q3 | $4.08M | Buy |
54,018
+1,226
| +2% | +$92.6K | 2.29% | 9 |
|
|
2020
Q2 | $3.67M | Buy |
+52,792
| New | +$3.67M | 2.27% | 10 |
|
|
2019
Q4 | $3.78M | Buy |
+52,055
| New | +$3.78M | 2.46% | 8 |
|