Source Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $7.75M | Buy |
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|
2024
Q2 | $7.2M | Sell |
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|
2024
Q1 | $7.76M | Buy |
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|
2023
Q4 | $6.86M | Buy |
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|
2023
Q3 | $5.88M | Sell |
|
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|
2023
Q2 | $8.15M | Sell |
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|
2023
Q1 | $7.74M | Sell |
|
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|
2022
Q4 | $8.27M | Buy |
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|
2022
Q3 | $7.74M | Buy |
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|
2022
Q2 | $7.82M | Buy |
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|
2022
Q1 | $8.96M | Buy |
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|
2021
Q4 | $8.34M | Buy |
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|
2021
Q3 | $6.81M | Buy |
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|
2021
Q2 | $6.75M | Sell |
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|
2021
Q1 | $7.92M | Buy |
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|
2020
Q4 | $6.62M | Buy |
|