Abundance Wealth Counselors’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
Q1 | – | Sell |
-7,232
| Closed | -$930K | – | 154 |
|
|
2024
Q4 | $930K | Buy |
+7,232
| New | +$930K | 0.2% | 84 |
|
|
2024
Q1 | – | Sell |
-7,703
| Closed | -$811K | – | 142 |
|
|
2023
Q4 | $811K | Buy |
+7,703
| New | +$811K | 0.21% | 75 |
|
|
2023
Q1 | – | Sell |
-9,350
| Closed | -$793K | – | 153 |
|
|
2022
Q4 | $793K | Buy |
+9,350
| New | +$793K | 0.22% | 73 |
|
|
2021
Q3 | – | Sell |
-4,540
| Closed | -$448K | – | 76 |
|
|
2021
Q2 | $448K | Sell |
4,540
-645
| -12% | -$63.6K | 0.12% | 76 |
|
|
2021
Q1 | $475K | Sell |
5,185
-260
| -5% | -$23.8K | 0.12% | 66 |
|
|
2020
Q4 | $469K | Hold |
5,445
| – | – | 0.12% | 68 |
|
|
2020
Q3 | $411K | Hold |
5,445
| – | – | 0.12% | 67 |
|
|
2020
Q2 | $378K | Sell |
5,445
-9
| -0.2% | -$625 | 0.11% | 67 |
|
|
2020
Q1 | $312K | Sell |
5,454
-12,750
| -70% | -$729K | 0.11% | 27 |
|
|
2019
Q4 | $1.32M | Buy |
18,204
+11,287
| +163% | +$820K | 0.37% | 14 |
|
|
2019
Q3 | $464K | Sell |
6,917
-169
| -2% | -$11.3K | 0.14% | 17 |
|
|
2019
Q2 | $472K | Sell |
7,086
-2,134
| -23% | -$142K | 0.15% | 17 |
|
|
2019
Q1 | $594K | Sell |
9,220
-629
| -6% | -$40.5K | 0.2% | 16 |
|
|
2018
Q4 | $559K | Buy |
+9,849
| New | +$559K | 0.21% | 16 |
|