ARS Investment Partners’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 | $325K | Sell |
2,409
-428
| -15% | -$57.8K | 0.02% | 139 |
|
|
2025
Q1 | $365K | Hold |
2,837
| – | – | 0.03% | 128 |
|
|
2024
Q4 | $365K | Buy |
+2,837
| New | +$365K | 0.03% | 128 |
|
|
2024
Q3 | – | Sell |
-5,338
| Closed | -$634K | – | 176 |
|
|
2024
Q2 | $634K | Buy |
5,338
+69
| +1% | +$8.2K | 0.06% | 94 |
|
|
2024
Q1 | $608K | Hold |
5,269
| – | – | 0.06% | 93 |
|
|
2023
Q4 | $554K | Hold |
5,269
| – | – | 0.06% | 98 |
|
|
2023
Q3 | $496K | Sell |
5,269
-2,300
| -30% | -$217K | 0.06% | 97 |
|
|
2023
Q2 | $741K | Sell |
7,569
-3,550
| -32% | -$347K | 0.09% | 90 |
|
|
2023
Q1 | $1.01M | Buy |
+11,119
| New | +$1.01M | 0.12% | 84 |
|
|
2022
Q3 | – | Sell |
-6,891
| Closed | -$577K | – | 185 |
|
|
2022
Q2 | $577K | Buy |
+6,891
| New | +$577K | 0.08% | 92 |
|