Sanford Advisory Services’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $6.69M | Sell |
78,866
-15,111
| -16% | -$1.28M | 1.59% | 16 |
|
|
2022
Q3 | $7.48M | Sell |
93,977
-5,521
| -6% | -$439K | 2.13% | 12 |
|
|
2022
Q2 | $8.34M | Buy |
99,498
+632
| +0.6% | +$52.9K | 2.36% | 9 |
|
|
2022
Q1 | $9.98M | Buy |
98,866
+5,014
| +5% | +$506K | 2.72% | 9 |
|
|
2021
Q4 | $10M | Buy |
93,852
+12,504
| +15% | +$1.34M | 2.26% | 10 |
|
|
2021
Q3 | $8M | Buy |
81,348
+9,444
| +13% | +$929K | 2.01% | 12 |
|
|
2021
Q2 | $7.1M | Buy |
71,904
+26,872
| +60% | +$2.65M | 1.83% | 11 |
|
|
2021
Q1 | $4.13M | Buy |
45,032
+38,318
| +571% | +$3.51M | 1.15% | 12 |
|
|
2020
Q4 | $579K | Buy |
+6,714
| New | +$579K | 0.19% | 52 |
|