Angeles 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 | $41.9K | Sell |
310
-164
| -35% | -$22.1K | ﹤0.01% | 384 |
|
|
2025
Q1 | $57.8K | Hold |
474
| – | – | ﹤0.01% | 327 |
|
|
2024
Q4 | $61K | Buy |
474
+11
| +2% | +$1.42K | 0.01% | 334 |
|
|
2024
Q3 | $58.2K | Hold |
463
| – | – | 0.01% | 295 |
|
|
2024
Q2 | $55K | Buy |
463
+36
| +8% | +$4.28K | 0.01% | 260 |
|
|
2024
Q1 | $49.2K | Buy |
427
+164
| +62% | +$18.9K | ﹤0.01% | 253 |
|
|
2023
Q4 | $27.7K | Buy |
263
+46
| +21% | +$4.84K | ﹤0.01% | 237 |
|
|
2023
Q3 | $20.4K | Buy |
217
+125
| +136% | +$11.8K | ﹤0.01% | 214 |
|
|
2023
Q2 | $9K | Hold |
92
| – | – | ﹤0.01% | 214 |
|
|
2023
Q1 | $8.33K | Sell |
92
-2,148
| -96% | -$195K | ﹤0.01% | 204 |
|
|
2022
Q4 | $190K | Buy |
+2,240
| New | +$190K | 0.03% | 171 |
|