Apella Capital’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $6.29M | Buy |
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|
2025
Q2 | $5.9M | Sell |
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|
2025
Q1 | $5.7M | Buy |
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|
2024
Q4 | $4.15M | Sell |
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|
2024
Q3 | $4.33M | Buy |
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|
2024
Q2 | $4.03M | Sell |
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|
2024
Q1 | $3.9M | Sell |
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|
2023
Q4 | $3.53M | Buy |
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|
2023
Q3 | $2.25M | Buy |
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|
2023
Q2 | $1.99M | Buy |
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|
2022
Q4 | $1.25M | Sell |
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|
2022
Q3 | $3.85M | Buy |
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|
2022
Q2 | $2.06M | Buy |
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|
2022
Q1 | $1.99M | Buy |
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|
2021
Q4 | $430K | Hold |
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|
2021
Q3 | $396K | Sell |
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|
2021
Q2 | $401K | Buy |
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|
2021
Q1 | $369K | Hold |
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|
2020
Q4 | $347K | Sell |
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|
2020
Q3 | $305K | Buy |
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|
2020
Q2 | $279K | Buy |
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