Stewardship 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $31K | Sell |
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|
2020
Q4 | $66K | Buy |
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|
2020
Q3 | $24K | Sell |
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|
2020
Q2 | $53K | Buy |
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|
2020
Q1 | $18K | Sell |
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|
2019
Q4 | $56K | Buy |
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|
2019
Q3 | $5K | Hold |
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|
2019
Q2 | $4K | Hold |
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|
2019
Q1 | $4K | Buy |
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|
2018
Q4 | $4K | Hold |
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|
2018
Q3 | $4K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $3.77M | Buy |
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