Arkadios Wealth 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 | $4.02M | Buy |
29,769
+4,923
| +20% | +$665K | 0.12% | 194 |
|
|
2025
Q1 | $3.03M | Buy |
24,846
+13,907
| +127% | +$1.7M | 0.11% | 205 |
|
|
2024
Q4 | $1.41M | Buy |
10,939
+2,243
| +26% | +$289K | 0.08% | 254 |
|
|
2024
Q3 | $1.09M | Buy |
8,696
+3,261
| +60% | +$410K | 0.06% | 302 |
|
|
2024
Q2 | $646K | Buy |
5,435
+3,592
| +195% | +$427K | 0.04% | 396 |
|
|
2024
Q1 | $212K | Buy |
+1,843
| New | +$212K | 0.02% | 640 |
|
|
2023
Q2 | – | Sell |
-2,512
| Closed | -$227K | – | 629 |
|
|
2023
Q1 | $227K | Sell |
2,512
-19
| -0.8% | -$1.72K | 0.03% | 529 |
|
|
2022
Q4 | $215K | Sell |
2,531
-53
| -2% | -$4.5K | 0.03% | 508 |
|
|
2022
Q3 | $206K | Sell |
2,584
-121
| -4% | -$9.65K | 0.03% | 480 |
|
|
2022
Q2 | $227K | Sell |
2,705
-404
| -13% | -$33.9K | 0.03% | 471 |
|
|
2022
Q1 | $314K | Sell |
3,109
-2,986
| -49% | -$302K | 0.04% | 412 |
|
|
2021
Q4 | $652K | Sell |
6,095
-471
| -7% | -$50.4K | 0.09% | 268 |
|
|
2021
Q3 | $645K | Sell |
6,566
-10,932
| -62% | -$1.07M | 0.09% | 245 |
|
|
2021
Q2 | $1.73M | Sell |
17,498
-1,443
| -8% | -$143K | 0.21% | 125 |
|
|
2021
Q1 | $1.74M | Buy |
18,941
+127
| +0.7% | +$11.6K | 0.29% | 89 |
|
|
2020
Q4 | $1.62M | Buy |
+18,814
| New | +$1.62M | 0.34% | 82 |
|
|
2020
Q2 | – | Sell |
-828
| Closed | -$47.4K | – | 1051 |
|
|
2020
Q1 | $47.4K | Buy |
828
+7
| +0.9% | +$401 | 0.03% | 351 |
|
|
2019
Q4 | $62.4K | Buy |
+821
| New | +$62.4K | 0.04% | 289 |
|