Able Wealth Management’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 | $3.78M | Buy |
28,020
+6,175
| +28% | +$834K | 1.91% | 17 |
|
|
2025
Q1 | $2.67M | Buy |
21,845
+1,793
| +9% | +$219K | 1.57% | 18 |
|
|
2024
Q4 | $2.58M | Sell |
20,052
-798
| -4% | -$103K | 1.7% | 16 |
|
|
2024
Q3 | $2.62M | Sell |
20,850
-38
| -0.2% | -$4.77K | 1.99% | 12 |
|
|
2024
Q2 | $2.48M | Sell |
20,888
-3,923
| -16% | -$466K | 2.04% | 12 |
|
|
2024
Q1 | $2.86M | Buy |
24,811
+2,946
| +13% | +$340K | 2.5% | 11 |
|
|
2023
Q4 | $2.3M | Buy |
+21,865
| New | +$2.3M | 2.09% | 11 |
|