Welch & Forbes’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,043
| Closed | -$236K | – | 377 |
|
|
2024
Q1 | $236K | Buy |
+2,043
| New | +$236K | ﹤0.01% | 362 |
|
|
2023
Q4 | – | Sell |
-2,168
| Closed | -$204K | – | 369 |
|
|
2023
Q3 | $204K | Hold |
2,168
| – | – | ﹤0.01% | 359 |
|
|
2023
Q2 | $212K | Sell |
2,168
-215
| -9% | -$21K | ﹤0.01% | 362 |
|
|
2023
Q1 | $216K | Buy |
+2,383
| New | +$216K | ﹤0.01% | 357 |
|