Wintrust Investments’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
Q4 | $50K | Buy |
395
+152
| +63% | +$19.2K | 0.04% | 253 |
|
|
2024
Q3 | $30K | Buy |
+243
| New | +$30K | 0.02% | 401 |
|
|
2023
Q4 | – | Sell |
-4,597
| Closed | -$433K | – | 458 |
|
|
2023
Q3 | $433K | Sell |
4,597
-249
| -5% | -$23.5K | 0.05% | 279 |
|
|
2023
Q2 | $474K | Sell |
4,846
-10,428
| -68% | -$1.02M | 0.05% | 271 |
|
|
2023
Q1 | $1.38M | Buy |
15,274
+2,675
| +21% | +$242K | 0.18% | 109 |
|
|
2022
Q4 | $1.07M | Sell |
12,599
-933
| -7% | -$79.1K | 0.14% | 133 |
|
|
2022
Q3 | $1.08M | Sell |
13,532
-2,288
| -14% | -$182K | 0.13% | 139 |
|
|
2022
Q2 | $1.33M | Sell |
15,820
-1,961
| -11% | -$164K | 0.16% | 120 |
|
|
2022
Q1 | $1.8M | Buy |
+17,781
| New | +$1.8M | 0.17% | 113 |
|
|
2021
Q2 | – | Sell |
-5,660
| Closed | -$518K | – | 438 |
|
|
2021
Q1 | $518K | Buy |
+5,660
| New | +$518K | 0.05% | 259 |
|