Bailard’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 | $323K | Hold |
2,390
| – | – | 0.01% | 582 |
|
2025
Q1 | $292K | Hold |
2,390
| – | – | 0.01% | 579 |
|
2024
Q4 | $307K | Hold |
2,390
| – | – | 0.01% | 567 |
|
2024
Q3 | $300K | Hold |
2,390
| – | – | 0.01% | 575 |
|
2024
Q2 | $284K | Sell |
2,390
-201
| -8% | -$23.9K | 0.01% | 568 |
|
2024
Q1 | $299K | Buy |
+2,591
| New | +$299K | 0.01% | 568 |
|