Aspiriant LLC’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 | $5.12M | Buy |
37,939
+14,514
| +62% | +$1.96M | 0.16% | 63 |
|
|
2025
Q1 | $2.86M | Buy |
23,425
+100
| +0.4% | +$12.2K | 0.1% | 77 |
|
|
2024
Q4 | $3M | Hold |
23,325
| – | – | 0.11% | 79 |
|
|
2024
Q3 | $2.93M | Hold |
23,325
| – | – | 0.11% | 77 |
|
|
2024
Q2 | $2.77M | Buy |
23,325
+242
| +1% | +$28.7K | 0.11% | 80 |
|
|
2024
Q1 | $2.66M | Hold |
23,083
| – | – | 0.11% | 82 |
|
|
2023
Q4 | $2.43M | Hold |
23,083
| – | – | 0.11% | 84 |
|
|
2023
Q3 | $2.17M | Sell |
23,083
-819
| -3% | -$77.1K | 0.11% | 85 |
|
|
2023
Q2 | $2.34M | Sell |
23,902
-863
| -3% | -$84.4K | 0.12% | 84 |
|
|
2023
Q1 | $2.24M | Sell |
24,765
-328
| -1% | -$29.7K | 0.12% | 82 |
|
|
2022
Q4 | $2.13M | Hold |
25,093
| – | – | 0.11% | 86 |
|
|
2022
Q3 | $2M | Sell |
25,093
-7
| -0% | -$557 | 0.1% | 83 |
|
|
2022
Q2 | $2.1M | Sell |
25,100
-396
| -2% | -$33.2K | 0.1% | 80 |
|
|
2022
Q1 | $2.57M | Buy |
25,496
+2,012
| +9% | +$203K | 0.14% | 74 |
|
|
2021
Q4 | $2.51M | Buy |
23,484
+1,298
| +6% | +$139K | 0.13% | 81 |
|
|
2021
Q3 | $2.18M | Sell |
22,186
-173
| -0.8% | -$17K | 0.13% | 72 |
|
|
2021
Q2 | $2.21M | Hold |
22,359
| – | – | 0.12% | 71 |
|
|
2021
Q1 | $2.05M | Sell |
22,359
-2,441
| -10% | -$223K | 0.13% | 65 |
|
|
2020
Q4 | $2.14M | Buy |
24,800
+2,434
| +11% | +$210K | 0.15% | 62 |
|
|
2020
Q3 | $1.69M | Buy |
22,366
+13,081
| +141% | +$987K | 0.13% | 76 |
|
|
2020
Q2 | $646K | Buy |
+9,285
| New | +$646K | 0.06% | 112 |
|