Atwood & Palmer’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 | $956K | Hold |
7,081
| – | – | 0.06% | 89 |
|
|
2025
Q1 | $864K | Hold |
7,081
| – | – | 0.06% | 88 |
|
|
2024
Q4 | $911K | Hold |
7,081
| – | – | 0.06% | 88 |
|
|
2024
Q3 | $890K | Hold |
7,081
| – | – | 0.06% | 86 |
|
|
2024
Q2 | $841K | Hold |
7,081
| – | – | 0.06% | 84 |
|
|
2024
Q1 | $816K | Sell |
7,081
-2,961
| -29% | -$341K | 0.06% | 86 |
|
|
2023
Q4 | $1.06M | Sell |
10,042
-209
| -2% | -$22K | 0.09% | 79 |
|
|
2023
Q3 | $966K | Hold |
10,251
| – | – | 0.08% | 79 |
|
|
2023
Q2 | $1M | Buy |
+10,251
| New | +$1M | 0.09% | 87 |
|
|
2016
Q1 | – | Sell |
-6,372
| Closed | -$296K | – | 347 |
|
|
2015
Q4 | $296K | Hold |
6,372
| – | – | 0.06% | 107 |
|
|
2015
Q3 | $279K | Sell |
6,372
-8,000
| -56% | -$350K | 0.05% | 106 |
|
|
2015
Q2 | $679K | Hold |
14,372
| – | – | 0.12% | 84 |
|
|
2015
Q1 | $681K | Sell |
14,372
-2
| -0% | -$95 | 0.12% | 85 |
|
|
2014
Q4 | $675K | Buy |
+14,374
| New | +$675K | 0.13% | 77 |
|