WealthSource Partners’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
2022
Q2
Sell
2022
Q1
$265K Buy
2020
Q1
Sell
2019
Q4
$544K Sell
2019
Q3
$700K Buy
2019
Q2
$562K Buy
2016
Q4
Sell
2016
Q3
$2.65M Sell
2016
Q2
$4.83M Buy