Roosevelt Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $431K | Hold |
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|
2022
Q2 | $454K | Sell |
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|
2022
Q1 | $601K | Buy |
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|
2021
Q4 | $580K | Buy |
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|
2021
Q3 | $529K | Sell |
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|
2021
Q2 | $597K | Buy |
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|
2021
Q1 | $493K | Sell |
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|
2020
Q4 | $693K | Sell |
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|
2020
Q3 | $894K | Hold |
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|
2020
Q2 | $822K | Sell |
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|
2020
Q1 | $7.39M | Sell |
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|
2019
Q4 | $26.8M | Buy |
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|
2019
Q3 | $23.5M | Buy |
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|
2019
Q2 | $21.1M | Buy |
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|
2019
Q1 | $19.8M | Buy |
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|
2018
Q4 | $10.6M | Sell |
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|
2018
Q3 | $26.9M | Sell |
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|
2018
Q2 | $25.6M | Buy |
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|
2018
Q1 | $24.5M | Sell |
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|
2017
Q4 | $25.3M | Sell |
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|
2017
Q3 | $27.4M | Buy |
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|
2017
Q2 | $22.4M | Buy |
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|
2017
Q1 | $12.7M | Buy |
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|
2016
Q4 | $2.65M | Buy |
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