SIS
SVB Investment Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $375K | Sell |
3,716
-4
| -0.1% | -$404 | 0.23% | 36 |
|
|
2021
Q4 | $400K | Sell |
3,720
-1,366
| -27% | -$147K | 0.27% | 33 |
|
|
2021
Q3 | $500K | Hold |
5,086
| – | – | 0.33% | 30 |
|
|
2021
Q2 | $502K | Hold |
5,086
| – | – | 0.33% | 29 |
|
|
2021
Q1 | $465K | Hold |
5,086
| – | – | 0.37% | 29 |
|
|
2020
Q4 | $439K | Buy |
5,086
+2,426
| +91% | +$209K | 0.34% | 29 |
|
|
2020
Q3 | $201K | Buy |
2,660
+1,290
| +94% | +$97.5K | 0.17% | 37 |
|
|
2020
Q2 | $95K | Sell |
1,370
-1,031
| -43% | -$71.5K | 0.09% | 43 |
|
|
2020
Q1 | $137K | Sell |
2,401
-2,540
| -51% | -$145K | 0.12% | 35 |
|
|
2019
Q4 | $359K | Buy |
+4,941
| New | +$359K | 0.34% | 29 |
|