Sheaff Brock Investment Advisors’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,046
| Closed | -$243K | – | 467 |
|
|
2024
Q2 | $243K | Buy |
2,046
+5
| +0.2% | +$594 | 0.02% | 350 |
|
|
2024
Q1 | $235K | Buy |
2,041
+4
| +0.2% | +$461 | 0.01% | 400 |
|
|
2023
Q4 | $214K | Buy |
+2,037
| New | +$214K | 0.02% | 399 |
|
|
2022
Q4 | – | Sell |
-2,729
| Closed | -$217K | – | 498 |
|
|
2022
Q3 | $217K | Sell |
2,729
-600
| -18% | -$47.7K | 0.02% | 391 |
|
|
2022
Q2 | $279K | Sell |
3,329
-400
| -11% | -$33.5K | 0.02% | 351 |
|
|
2022
Q1 | $376K | Buy |
+3,729
| New | +$376K | 0.03% | 318 |
|