RGT Wealth Advisors’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
2022
Q3
$3.18M Sell
39,988
-82,463
-67% -$6.56M 0.51% 13
2022
Q2
$10.3M Sell
122,451
-7,658
-6% -$642K 1.72% 6
2022
Q1
$13.1M Sell
130,109
-7,860
-6% -$793K 2.09% 5
2021
Q4
$14.8M Buy
+137,969
New +$14.8M 2.25% 6