Wealth & Pension Services Group’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $1.43M | Sell |
21,259
-16,139
| -43% | -$1.08M | 1.03% | 29 |
|
|
2019
Q2 | $2.49M | Sell |
37,398
-988
| -3% | -$65.8K | 1.81% | 12 |
|
|
2019
Q1 | $2.47M | Buy |
38,386
+13,850
| +56% | +$892K | 1.92% | 12 |
|
|
2018
Q4 | $1.39M | Sell |
24,536
-2,205
| -8% | -$125K | 1.26% | 29 |
|
|
2018
Q3 | $1.78M | Buy |
26,741
+13,221
| +98% | +$881K | 1.79% | 16 |
|
|
2018
Q2 | $850K | Buy |
+13,520
| New | +$850K | 1.08% | 22 |
|