Apexium Financial’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 | $1.13M | Hold |
8,400
| – | – | 0.06% | 120 |
|
|
2025
Q1 | $1.02M | Buy |
8,400
+1
| +0% | +$122 | 0.06% | 117 |
|
|
2024
Q4 | $1.08M | Buy |
8,399
+153
| +2% | +$19.7K | 0.07% | 108 |
|
|
2024
Q3 | $1.04M | Buy |
8,246
+58
| +0.7% | +$7.29K | 0.07% | 93 |
|
|
2024
Q2 | $973K | Hold |
8,188
| – | – | 0.07% | 94 |
|
|
2024
Q1 | $944K | Hold |
8,188
| – | – | 0.07% | 99 |
|
|
2023
Q4 | $862K | Sell |
8,188
-5
| -0.1% | -$526 | 0.06% | 132 |
|
|
2023
Q3 | $773K | Hold |
8,193
| – | – | 0.08% | 98 |
|
|
2023
Q2 | $802K | Buy |
8,193
+2
| +0% | +$196 | 0.07% | 97 |
|
|
2023
Q1 | $742K | Sell |
8,191
-2,404
| -23% | -$218K | 0.07% | 104 |
|
|
2022
Q4 | $898K | Sell |
10,595
-117
| -1% | -$9.92K | 0.09% | 88 |
|
|
2022
Q3 | $852K | Buy |
10,712
+4,903
| +84% | +$390K | 0.11% | 80 |
|
|
2022
Q2 | $487K | Buy |
5,809
+748
| +15% | +$62.7K | 0.28% | 56 |
|
|
2022
Q1 | $541K | Hold |
5,061
| – | – | 0.28% | 48 |
|
|
2021
Q4 | $541K | Buy |
5,061
+39
| +0.8% | +$4.17K | 0.28% | 49 |
|
|
2021
Q3 | $494K | Sell |
5,022
-90
| -2% | -$8.85K | 0.29% | 50 |
|
|
2021
Q2 | $505K | Hold |
5,112
| – | – | 0.31% | 45 |
|
|
2021
Q1 | $468K | Hold |
5,112
| – | – | 0.34% | 48 |
|
|
2020
Q4 | $441K | Hold |
5,112
| – | – | 0.35% | 45 |
|
|
2020
Q3 | $386K | Hold |
5,112
| – | – | 0.31% | 45 |
|
|
2020
Q2 | $355K | Buy |
+5,112
| New | +$355K | 0.32% | 47 |
|