Wealthspire Advisors (Maryland)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $2.91M | Buy |
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|
2020
Q2 | $698K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $76K | Hold |
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|
2018
Q4 | $67K | Hold |
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|
2018
Q3 | $78K | Hold |
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|
2018
Q2 | $74K | Sell |
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|
2018
Q1 | $77K | Sell |
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|
2017
Q4 | $88K | Hold |
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|
2017
Q3 | $83K | Hold |
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|
2017
Q2 | $80K | Sell |
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|
2017
Q1 | $94K | Buy |
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|
2016
Q4 | $73K | Hold |
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|
2016
Q3 | $70K | Buy |
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|
2016
Q2 | $63K | Hold |
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|
2016
Q1 | $62K | Buy |
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|
2015
Q4 | $56K | Buy |
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