Ropes Wealth Advisors’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
2021
Q1
Sell
2020
Q4
$19K Hold
2020
Q3
$16K Hold
2020
Q2
$15K Hold
2020
Q1
$12K Buy
2019
Q2
Sell
2019
Q1
$306K Hold
2018
Q4
$269K Hold
2018
Q3
$316K Hold
2018
Q2
$297K Hold
2018
Q1
$287K Buy