Apella Capital’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 | $5.9M | Sell |
43,476
-4,615
| -10% | -$627K | 0.16% | 101 |
|
|
2025
Q1 | $5.7M | Buy |
48,091
+15,811
| +49% | +$1.87M | 0.2% | 86 |
|
|
2024
Q4 | $4.15M | Sell |
32,280
-2,512
| -7% | -$323K | 0.16% | 85 |
|
|
2024
Q3 | $4.33M | Buy |
34,792
+1,443
| +4% | +$180K | 0.18% | 73 |
|
|
2024
Q2 | $4.03M | Sell |
33,349
-709
| -2% | -$85.8K | 0.18% | 74 |
|
|
2024
Q1 | $3.9M | Sell |
34,058
-121
| -0.4% | -$13.8K | 0.2% | 72 |
|
|
2023
Q4 | $3.53M | Buy |
34,179
+10,268
| +43% | +$1.06M | 0.2% | 74 |
|
|
2023
Q3 | $2.25M | Buy |
23,911
+3,556
| +17% | +$335K | 0.16% | 80 |
|
|
2023
Q2 | $1.99M | Buy |
+20,355
| New | +$1.99M | 0.14% | 82 |
|
|
2022
Q4 | $1.25M | Sell |
14,725
-33,619
| -70% | -$2.85M | 0.11% | 92 |
|
|
2022
Q3 | $3.85M | Buy |
48,344
+23,802
| +97% | +$1.89M | 0.45% | 50 |
|
|
2022
Q2 | $2.06M | Buy |
24,542
+4,819
| +24% | +$404K | 0.25% | 63 |
|
|
2022
Q1 | $1.99M | Buy |
19,723
+15,699
| +390% | +$1.58M | 0.28% | 57 |
|
|
2021
Q4 | $430K | Hold |
4,024
| – | – | 0.05% | 137 |
|
|
2021
Q3 | $396K | Sell |
4,024
-33
| -0.8% | -$3.25K | 0.06% | 144 |
|
|
2021
Q2 | $401K | Buy |
4,057
+33
| +0.8% | +$3.26K | 0.07% | 154 |
|
|
2021
Q1 | $369K | Hold |
4,024
| – | – | 0.12% | 95 |
|
|
2020
Q4 | $347K | Sell |
4,024
-10
| -0.2% | -$862 | 0.12% | 93 |
|
|
2020
Q3 | $305K | Buy |
4,034
+10
| +0.2% | +$756 | 0.12% | 101 |
|
|
2020
Q2 | $279K | Buy |
+4,024
| New | +$279K | 0.13% | 102 |
|