Wealth Quarterback’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,337
| Closed | -$212K | – | 127 |
|
|
2023
Q1 | $212K | Buy |
+2,337
| New | +$212K | 0.18% | 104 |
|
|
2021
Q3 | $330K | Sell |
3,352
-1,048
| -24% | -$103K | 0.22% | 80 |
|
|
2021
Q2 | $435K | Buy |
+4,400
| New | +$435K | 0.26% | 75 |
|
|
2020
Q4 | – | Sell |
-3,137
| Closed | -$218K | – | 116 |
|
|
2020
Q3 | $218K | Hold |
3,137
| – | – | 0.2% | 103 |
|
|
2020
Q2 | $218K | Sell |
3,137
-2,339
| -43% | -$163K | 0.2% | 103 |
|
|
2020
Q1 | $313K | Sell |
5,476
-22,317
| -80% | -$1.28M | 0.29% | 74 |
|
|
2019
Q4 | $2.02M | Buy |
+27,793
| New | +$2.02M | 1.75% | 9 |
|