Bartlett & Co Wealth Management’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 | $907K | Sell |
6,716
-33
| -0.5% | -$4.46K | 0.01% | 262 |
|
|
2025
Q1 | $823K | Sell |
6,749
-424
| -6% | -$51.7K | 0.01% | 272 |
|
|
2024
Q4 | $923K | Sell |
7,173
-40
| -0.6% | -$5.15K | 0.01% | 265 |
|
|
2024
Q3 | $906K | Sell |
7,213
-252
| -3% | -$31.7K | 0.01% | 269 |
|
|
2024
Q2 | $887K | Sell |
7,465
-172
| -2% | -$20.4K | 0.01% | 266 |
|
|
2024
Q1 | $881K | Buy |
7,637
+1,640
| +27% | +$189K | 0.01% | 275 |
|
|
2023
Q4 | $634K | Buy |
5,997
+640
| +12% | +$67.6K | 0.01% | 317 |
|
|
2023
Q3 | $507K | Hold |
5,357
| – | – | 0.01% | 335 |
|
|
2023
Q2 | $524K | Sell |
5,357
-200
| -4% | -$19.6K | 0.01% | 338 |
|
|
2023
Q1 | $503K | Sell |
5,557
-500
| -8% | -$45.3K | 0.01% | 289 |
|
|
2022
Q4 | $514K | Hold |
6,057
| – | – | 0.01% | 287 |
|
|
2022
Q3 | $482K | Hold |
6,057
| – | – | 0.01% | 289 |
|
|
2022
Q2 | $507K | Hold |
6,057
| – | – | 0.01% | 279 |
|
|
2022
Q1 | $611K | Hold |
6,057
| – | – | 0.01% | 275 |
|
|
2021
Q4 | $648K | Sell |
6,057
-2,000
| -25% | -$214K | 0.01% | 272 |
|
|
2021
Q3 | $793K | Buy |
8,057
+381
| +5% | +$37.5K | 0.02% | 226 |
|
|
2021
Q2 | $758K | Buy |
7,676
+2,450
| +47% | +$242K | 0.01% | 224 |
|
|
2021
Q1 | $479K | Sell |
5,226
-100
| -2% | -$9.16K | 0.01% | 264 |
|
|
2020
Q4 | $459K | Sell |
5,326
-216
| -4% | -$18.6K | 0.01% | 265 |
|
|
2020
Q3 | $418K | Buy |
5,542
+6
| +0.1% | +$453 | 0.01% | 255 |
|
|
2020
Q2 | $384K | Buy |
+5,536
| New | +$384K | 0.01% | 257 |
|