RWA
Ropes Wealth Advisors’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-215
| Closed | -$19K | – | 505 |
|
|
2020
Q4 | $19K | Hold |
215
| – | – | ﹤0.01% | 488 |
|
|
2020
Q3 | $16K | Hold |
215
| – | – | ﹤0.01% | 471 |
|
|
2020
Q2 | $15K | Hold |
215
| – | – | ﹤0.01% | 419 |
|
|
2020
Q1 | $12K | Buy |
+215
| New | +$12K | ﹤0.01% | 407 |
|
|
2019
Q2 | – | Sell |
-4,747
| Closed | -$306K | – | 570 |
|
|
2019
Q1 | $306K | Hold |
4,747
| – | – | 0.08% | 184 |
|
|
2018
Q4 | $269K | Hold |
4,747
| – | – | 0.08% | 184 |
|
|
2018
Q3 | $316K | Hold |
4,747
| – | – | 0.08% | 179 |
|
|
2018
Q2 | $297K | Hold |
4,747
| – | – | 0.08% | 190 |
|
|
2018
Q1 | $287K | Buy |
+4,747
| New | +$287K | 0.08% | 189 |
|