Simplicity Solutions’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Simplicity Solutions’s Portfolio ITOT Stock Details ITOT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$2.43M	Buy	23,123 +839	+4%	+$82.2K	0.07%	264
2023 Q3	$2.1M	Sell	22,284 -595	-3%	-$58.5K	0.07%	272
2023 Q2	$2.24M	Sell	22,879 -17,672	-44%	-$1.63M	0.06%	286
2023 Q1	$3.67M	Buy	+40,551	New	+$3.6M	0.1%	198
2021 Q1	–	Sell	-56,331	Closed	-$4.86M	–	738
2020 Q4	$4.86M	Sell	56,331 -172,394	-75%	-$14M	0.07%	229
2020 Q3	$17.3M	Sell	228,725 -13,008	-5%	-$971K	0.32%	65
2020 Q2	$16.8M	Sell	241,733 -86,633	-26%	-$5.66M	0.33%	68
2020 Q1	$18.8M	Sell	328,366 -75,492	-19%	-$5.18M	0.58%	34
2019 Q4	$29.4M	Buy	403,858 +66,948	+20%	+$4.66M	0.89%	24
2019 Q3	$22.6M	Sell	336,910 -22,366	-6%	-$1.5M	0.92%	24
2019 Q2	$23.9M	Buy	359,276 +80,183	+29%	+$5.25M	1.02%	25
2019 Q1	$18M	Buy	279,093 +89,463	+47%	+$5.55M	1.07%	14
2018 Q4	$10.8M	Sell	189,630 -221	-0.1%	-$13.6K	1.39%	7
2018 Q3	$12.7M	Buy	189,851 +54,105	+40%	+$3.55M	0.72%	30
2018 Q2	$8.49M	Buy	135,746 +8,002	+6%	+$497K	0.61%	27
2018 Q1	$7.72M	Sell	127,744 -2,973	-2%	-$186K	0.67%	28
2017 Q4	$7.99M	Buy	130,717 +125,392	+2,355%	+$7.47M	0.78%	25
2017 Q3	$307K	Sell	5,325 -130,879	-96%	-$7.38M	0.21%	148
2017 Q2	$7.55M	Buy	136,204 +26,376	+24%	+$1.45M	0.89%	18
2017 Q1	$5.93M	Buy	109,828 +13,621	+14%	+$726K	0.91%	12
2016 Q4	$4.93M	Buy	96,207 +80,668	+519%	+$4.04M	1.14%	10
2016 Q3	$770K	Buy	15,539 +4,661	+43%	+$230K	0.38%	58
2016 Q2	$518K	Sell	10,878 -1,836	-14%	-$86.6K	0.28%	105
2016 Q1	$594K	Sell	12,714 -2,314	-15%	-$102K	0.36%	93
2015 Q4	$698K	Buy	15,028 +508	+3%	+$23.8K	0.08%	358
2015 Q3	$636K	Buy	14,520 +1,696	+13%	+$78.7K	0.69%	30
2015 Q2	$606K	Buy	12,824 +2,146	+20%	+$103K	0.58%	38
2015 Q1	$506K	Buy	10,678 +3,640	+52%	+$172K	0.6%	38
2014 Q4	$330K	Buy	+7,038	New	+$323K	0.39%	62