Badgley Phelps Wealth Managers’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 | $3.34M | Sell |
24,740
-758
| -3% | -$102K | 0.07% | 134 |
|
|
2025
Q1 | $3.11M | Buy |
25,498
+958
| +4% | +$117K | 0.08% | 137 |
|
|
2024
Q4 | $3.16M | Sell |
24,540
-949
| -4% | -$122K | 0.07% | 134 |
|
|
2024
Q3 | $3.2M | Buy |
25,489
+1,012
| +4% | +$127K | 0.07% | 129 |
|
|
2024
Q2 | $2.91M | Sell |
24,477
-44
| -0.2% | -$5.23K | 0.07% | 128 |
|
|
2024
Q1 | $2.83M | Sell |
24,521
-144
| -0.6% | -$16.6K | 0.07% | 126 |
|
|
2023
Q4 | $2.6M | Buy |
24,665
+174
| +0.7% | +$18.3K | 0.07% | 124 |
|
|
2023
Q3 | $2.31M | Hold |
24,491
| – | – | 0.08% | 120 |
|
|
2023
Q2 | $2.4M | Sell |
24,491
-2,965
| -11% | -$290K | 0.08% | 119 |
|
|
2023
Q1 | $2.49M | Buy |
27,456
+19,617
| +250% | +$1.78M | 0.09% | 114 |
|
|
2022
Q4 | $665K | Buy |
+7,839
| New | +$665K | 0.03% | 138 |
|