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 |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $2.91M | Buy |
38,526
+28,470
| +283% | +$2.15M | 0.1% | 98 |
|
|
2020
Q2 | $698K | Buy |
+10,056
| New | +$698K | 0.05% | 206 |
|
|
2019
Q2 | – | Sell |
-1,178
| Closed | -$76K | – | 1242 |
|
|
2019
Q1 | $76K | Hold |
1,178
| – | – | 0.01% | 740 |
|
|
2018
Q4 | $67K | Hold |
1,178
| – | – | 0.01% | 739 |
|
|
2018
Q3 | $78K | Hold |
1,178
| – | – | 0.01% | 792 |
|
|
2018
Q2 | $74K | Sell |
1,178
-100
| -8% | -$6.28K | 0.01% | 820 |
|
|
2018
Q1 | $77K | Sell |
1,278
-168
| -12% | -$10.1K | 0.01% | 814 |
|
|
2017
Q4 | $88K | Hold |
1,446
| – | – | 0.01% | 764 |
|
|
2017
Q3 | $83K | Hold |
1,446
| – | – | 0.01% | 783 |
|
|
2017
Q2 | $80K | Sell |
1,446
-302
| -17% | -$16.7K | 0.01% | 776 |
|
|
2017
Q1 | $94K | Buy |
1,748
+328
| +23% | +$17.6K | 0.01% | 621 |
|
|
2016
Q4 | $73K | Hold |
1,420
| – | – | 0.01% | 673 |
|
|
2016
Q3 | $70K | Buy |
1,420
+100
| +8% | +$4.93K | 0.01% | 684 |
|
|
2016
Q2 | $63K | Hold |
1,320
| – | – | 0.01% | 670 |
|
|
2016
Q1 | $62K | Buy |
1,320
+120
| +10% | +$5.64K | 0.01% | 644 |
|
|
2015
Q4 | $56K | Buy |
+1,200
| New | +$56K | 0.01% | 682 |
|