Addison 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 | $62.5K | Hold |
463
| – | – | 0.02% | 381 |
|
|
2025
Q1 | $56.5K | Buy |
463
+39
| +9% | +$4.76K | 0.02% | 368 |
|
|
2024
Q4 | $54.5K | Hold |
424
| – | – | 0.02% | 373 |
|
|
2024
Q3 | $53.3K | Hold |
424
| – | – | 0.01% | 378 |
|
|
2024
Q2 | $50.4K | Sell |
424
-50
| -11% | -$5.94K | 0.02% | 375 |
|
|
2024
Q1 | $54.7K | Sell |
474
-2
| -0.4% | -$231 | 0.02% | 351 |
|
|
2023
Q4 | $50.1K | Buy |
476
+2
| +0.4% | +$210 | 0.02% | 358 |
|
|
2023
Q3 | $44.6K | Buy |
+474
| New | +$44.6K | 0.02% | 339 |
|