Round Table Services’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
$297K Hold
3,739
0.06% 113
2022
Q2
$313K Hold
3,739
0.06% 111
2022
Q1
$377K Buy
+3,739
New +$373K 0.06% 109

Other funds holding ITOT

Round Table Services's ITOT Position: Q3 2022 in Review

Round Table Services held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q3 2022 at 3,739 shares worth $297K. The position accounts for 0.06% of the portfolio, ranked #113.

Round Table Services first reported a position in ITOT in Q1 2022 and has held it in 3 quarters since. The position peaked at $377K in Q1 2022. 979 funds tracked by Wall St. Rank hold ITOT as of Q3 2022.

  • Round Table Services held 3,739 shares of iShares Core S&P Total US Stock Market ETF worth $297K as of Q3 2022.
  • Round Table Services left its iShares Core S&P Total US Stock Market ETF share count unchanged in Q3 2022.
  • iShares Core S&P Total US Stock Market ETF made up 0.06% of Round Table Services's portfolio in Q3 2022, its #113 holding.
  • Round Table Services first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2022 and has held it in 3 quarters since.
  • Round Table Services's iShares Core S&P Total US Stock Market ETF position peaked at $377K in Q1 2022.
  • 979 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2022.

Based on Round Table Services's 13F filing for Q3 2022, filed 25 Oct 2022.