1834 Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $738K | Buy |
5,467
+276
| +5% | +$37.3K | 0.09% | 135 |
|
|
2025
Q1 | $633K | Buy |
5,191
+7
| +0.1% | +$854 | 0.08% | 141 |
|
|
2024
Q4 | $667K | Hold |
5,184
| – | – | 0.08% | 136 |
|
|
2024
Q3 | $651K | Sell |
5,184
-1
| -0% | -$126 | 0.08% | 145 |
|
|
2024
Q2 | $616K | Sell |
5,185
-48
| -0.9% | -$5.7K | 0.07% | 151 |
|
|
2024
Q1 | $603K | Hold |
5,233
| – | – | 0.07% | 153 |
|
|
2023
Q4 | $551K | Hold |
5,233
| – | – | 0.07% | 163 |
|
|
2023
Q3 | $493K | Sell |
5,233
-19
| -0.4% | -$1.79K | 0.06% | 168 |
|
|
2023
Q2 | $514K | Sell |
5,252
-128
| -2% | -$12.5K | 0.06% | 168 |
|
|
2023
Q1 | $487K | Sell |
5,380
-5
| -0.1% | -$453 | 0.06% | 178 |
|
|
2022
Q4 | $457K | Sell |
5,385
-1,528
| -22% | -$130K | 0.07% | 138 |
|
|
2022
Q3 | $550K | Sell |
6,913
-851
| -11% | -$67.7K | 0.08% | 120 |
|
|
2022
Q2 | $650K | Buy |
7,764
+1,803
| +30% | +$151K | 0.09% | 116 |
|
|
2022
Q1 | $602K | Sell |
5,961
-94
| -2% | -$9.49K | 0.07% | 126 |
|
|
2021
Q4 | $648K | Sell |
6,055
-9
| -0.1% | -$963 | 0.07% | 123 |
|
|
2021
Q3 | $597K | Sell |
6,064
-2
| -0% | -$197 | 0.07% | 125 |
|
|
2021
Q2 | $599K | Sell |
6,066
-16
| -0.3% | -$1.58K | 0.07% | 124 |
|
|
2021
Q1 | $557K | Sell |
6,082
-139
| -2% | -$12.7K | 0.07% | 122 |
|
|
2020
Q4 | $536K | Sell |
6,221
-2
| -0% | -$172 | 0.07% | 127 |
|
|
2020
Q3 | $470K | Sell |
6,223
-91
| -1% | -$6.87K | 0.07% | 125 |
|
|
2020
Q2 | $438K | Buy |
6,314
+23
| +0.4% | +$1.6K | 0.07% | 123 |
|
|
2020
Q1 | $360K | Sell |
6,291
-228
| -3% | -$13K | 0.07% | 130 |
|
|
2019
Q4 | $474K | Sell |
6,519
-310
| -5% | -$22.5K | 0.07% | 120 |
|
|
2019
Q3 | $458K | Buy |
6,829
+523
| +8% | +$35.1K | 0.07% | 125 |
|
|
2019
Q2 | $420K | Buy |
6,306
+18
| +0.3% | +$1.2K | 0.06% | 127 |
|
|
2019
Q1 | $405K | Hold |
6,288
| – | – | 0.06% | 130 |
|
|
2018
Q4 | $357K | Buy |
6,288
+4,760
| +312% | +$270K | 0.06% | 135 |
|
|
2018
Q3 | $102K | Sell |
1,528
-5
| -0.3% | -$334 | 0.01% | 237 |
|
|
2018
Q2 | $96K | Sell |
1,533
-134
| -8% | -$8.39K | 0.02% | 230 |
|
|
2018
Q1 | $101K | Buy |
1,667
+367
| +28% | +$22.2K | 0.02% | 217 |
|
|
2017
Q4 | $79K | Buy |
+1,300
| New | +$79K | 0.01% | 256 |
|