Allie Family Office’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 | $4.92M | Buy |
36,436
+820
| +2% | +$111K | 2.44% | 7 |
|
|
2025
Q1 | $4.35M | Buy |
35,616
+485
| +1% | +$59.2K | 2.37% | 8 |
|
|
2024
Q4 | $4.52M | Hold |
35,131
| – | – | 2.51% | 8 |
|
|
2024
Q3 | $4.41M | Buy |
35,131
+445
| +1% | +$55.9K | 2.38% | 9 |
|
|
2024
Q2 | $4.12M | Hold |
34,686
| – | – | 2.48% | 8 |
|
|
2024
Q1 | $4M | Buy |
34,686
+3,490
| +11% | +$402K | 2.36% | 10 |
|
|
2023
Q4 | $3.28M | Hold |
31,196
| – | – | 2.27% | 10 |
|
|
2023
Q3 | $2.94M | Hold |
31,196
| – | – | 2.37% | 10 |
|
|
2023
Q2 | $3.05M | Buy |
31,196
+670
| +2% | +$65.6K | 2.19% | 10 |
|
|
2023
Q1 | $2.76M | Buy |
30,526
+4,660
| +18% | +$422K | 2.07% | 10 |
|
|
2022
Q4 | $2.19M | Buy |
25,866
+2,767
| +12% | +$235K | 1.81% | 12 |
|
|
2022
Q3 | $1.84M | Buy |
23,099
+2,450
| +12% | +$195K | 1.58% | 14 |
|
|
2022
Q2 | $1.73M | Buy |
20,649
+4,240
| +26% | +$355K | 1.4% | 13 |
|
|
2022
Q1 | $1.66M | Buy |
+16,409
| New | +$1.66M | 1.27% | 17 |
|