Summit Financial Group’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
Q1 | $266K | Hold |
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|
2023
Q4 | $243K | Sell |
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|
2023
Q3 | $236K | Hold |
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|
2023
Q2 | $246K | Hold |
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|
2023
Q1 | $227K | Hold |
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|
2022
Q4 | $213K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $210K | Hold |
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|
2022
Q1 | $253K | Sell |
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|
2021
Q4 | $274K | Hold |
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|
2021
Q3 | $252K | Hold |
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|
2021
Q2 | $253K | Sell |
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|
2021
Q1 | $261K | Hold |
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|
2020
Q4 | $245K | Sell |
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|
2020
Q3 | $288K | Hold |
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|
2020
Q2 | $265K | Hold |
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|
2020
Q1 | $219K | Hold |
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|
2019
Q4 | $278K | Hold |
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|
2019
Q3 | $256K | Hold |
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|
2019
Q2 | $255K | Buy |
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