Simplicity Solutions’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $2.43M | Buy |
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|
2023
Q3 | $2.1M | Sell |
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|
2023
Q2 | $2.24M | Sell |
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|
2023
Q1 | $3.67M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $4.86M | Sell |
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|
2020
Q3 | $17.3M | Sell |
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|
2020
Q2 | $16.8M | Sell |
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|
2020
Q1 | $18.8M | Sell |
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|
2019
Q4 | $29.4M | Buy |
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|
2019
Q3 | $22.6M | Sell |
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|
2019
Q2 | $23.9M | Buy |
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|
2019
Q1 | $18M | Buy |
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|
2018
Q4 | $10.8M | Sell |
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|
2018
Q3 | $12.7M | Buy |
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|
2018
Q2 | $8.49M | Buy |
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|
2018
Q1 | $7.72M | Sell |
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|
2017
Q4 | $7.99M | Buy |
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|
2017
Q3 | $307K | Sell |
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|
2017
Q2 | $7.55M | Buy |
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|
2017
Q1 | $5.93M | Buy |
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|
2016
Q4 | $4.93M | Buy |
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|
2016
Q3 | $770K | Buy |
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|
2016
Q2 | $518K | Sell |
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|
2016
Q1 | $594K | Sell |
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|
2015
Q4 | $698K | Buy |
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|
2015
Q3 | $636K | Buy |
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|
2015
Q2 | $606K | Buy |
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|
2015
Q1 | $506K | Buy |
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|
2014
Q4 | $330K | Buy |
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