SMAM
Sugar Maple Asset Management’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.31M | Sell |
9,666
-113
| -1% | -$15.3K | 1.02% | 22 |
|
2025
Q1 | $1.19M | Buy |
9,779
+2
| +0% | +$244 | 0.94% | 23 |
|
2024
Q4 | $1.26M | Buy |
9,777
+4
| +0% | +$514 | 0.96% | 22 |
|
2024
Q3 | $1.23M | Buy |
9,773
+2
| +0% | +$251 | 1.07% | 18 |
|
2024
Q2 | $1.16M | Sell |
9,771
-55
| -0.6% | -$6.53K | 1.12% | 19 |
|
2024
Q1 | $1.13M | Buy |
+9,826
| New | +$1.13M | 1.09% | 20 |
|