S.A. Mason’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
Q4
Sell
-559
Closed -$44K 318
2022
Q3
$44K Buy
559
+50
+10% +$4.42K 0.03% 258
2022
Q2
$43K Sell
509
-86
-14% -$7.83K 0.03% 261
2022
Q1
$60K Buy
+595
New +$59.3K 0.04% 255

Other funds holding ITOT

S.A. Mason's ITOT Position: Q4 2022 in Review

S.A. Mason sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q4 2022, closing a stake of 559 shares — an estimated $44K sold.

S.A. Mason first reported a position in ITOT in Q1 2022 and held it in 3 quarters. The position peaked at $60K in Q1 2022. 1,064 funds tracked by Wall St. Rank hold ITOT as of Q4 2022.

  • S.A. Mason reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q4 2022 after selling out during the quarter.
  • S.A. Mason sold 559 iShares Core S&P Total US Stock Market ETF shares in Q4 2022, an estimated $44K.
  • S.A. Mason first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2022 and held it in 3 quarters.
  • S.A. Mason's iShares Core S&P Total US Stock Market ETF position peaked at $60K in Q1 2022.
  • 1,064 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q4 2022.

Based on S.A. Mason's 13F filing for Q4 2022, filed 10 Jan 2023.