Aptus Capital Advisors’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 | $14M | Buy |
103,636
+471
| +0.5% | +$63.6K | 0.11% | 150 |
|
|
2025
Q1 | $12.6M | Buy |
103,165
+2,022
| +2% | +$247K | 0.13% | 144 |
|
|
2024
Q4 | $13M | Buy |
101,143
+90,583
| +858% | +$11.7M | 0.14% | 127 |
|
|
2024
Q3 | $1.33M | Sell |
10,560
-47,149
| -82% | -$5.92M | 0.02% | 362 |
|
|
2024
Q2 | $6.85M | Buy |
57,709
+49,257
| +583% | +$5.85M | 0.12% | 144 |
|
|
2024
Q1 | $975K | Sell |
8,452
-36,237
| -81% | -$4.18M | 0.02% | 393 |
|
|
2023
Q4 | $4.7M | Buy |
44,689
+36,399
| +439% | +$3.83M | 0.13% | 139 |
|
|
2023
Q3 | $781K | Sell |
8,290
-33,359
| -80% | -$3.14M | 0.02% | 320 |
|
|
2023
Q2 | $4.07M | Buy |
41,649
+21,585
| +108% | +$2.11M | 0.1% | 154 |
|
|
2023
Q1 | $1.82M | Buy |
20,064
+19,954
| +18,140% | +$1.81M | 0.05% | 221 |
|
|
2022
Q4 | $9.33K | Sell |
110
-70
| -39% | -$5.94K | ﹤0.01% | 699 |
|
|
2022
Q3 | $14K | Buy |
180
+70
| +64% | +$5.44K | ﹤0.01% | 634 |
|
|
2022
Q2 | $9K | Sell |
110
-25,676
| -100% | -$2.1M | ﹤0.01% | 574 |
|
|
2022
Q1 | $2.6M | Buy |
25,786
+9,089
| +54% | +$918K | 0.06% | 165 |
|
|
2021
Q4 | $1.79M | Buy |
16,697
+16,668
| +57,476% | +$1.78M | 0.05% | 208 |
|
|
2021
Q3 | $3K | Hold |
29
| – | – | ﹤0.01% | 488 |
|
|
2021
Q2 | $3K | Hold |
29
| – | – | ﹤0.01% | 519 |
|
|
2021
Q1 | $3K | Hold |
29
| – | – | ﹤0.01% | 476 |
|
|
2020
Q4 | $2K | Hold |
29
| – | – | ﹤0.01% | 440 |
|
|
2020
Q3 | $2K | Hold |
29
| – | – | ﹤0.01% | 431 |
|
|
2020
Q2 | $2K | Hold |
29
| – | – | ﹤0.01% | 387 |
|
|
2020
Q1 | $1K | Sell |
29
-13
| -31% | -$448 | ﹤0.01% | 389 |
|
|
2019
Q4 | $3K | Buy |
+42
| New | +$3K | ﹤0.01% | 435 |
|