BCGM 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 | $15.6M | Sell |
115,877
-124,118
| -52% | -$16.8M | 4.41% | 3 |
|
|
2025
Q1 | $29.3M | Buy |
239,995
+45,889
| +24% | +$5.6M | 9% | 1 |
|
|
2024
Q4 | $25M | Buy |
194,106
+8,960
| +5% | +$1.15M | 7.92% | 1 |
|
|
2024
Q3 | $23.3M | Sell |
185,146
-28,167
| -13% | -$3.54M | 7.54% | 1 |
|
|
2024
Q2 | $25.3M | Sell |
213,313
-22,206
| -9% | -$2.64M | 8.78% | 1 |
|
|
2024
Q1 | $27.2M | Sell |
235,519
-43,996
| -16% | -$5.07M | 9.75% | 1 |
|
|
2023
Q4 | $29.4M | Sell |
279,515
-6,836
| -2% | -$719K | 11.98% | 1 |
|
|
2023
Q3 | $27M | Buy |
+286,351
| New | +$27M | 12.39% | 1 |
|
|
2021
Q1 | – | Sell |
-5,531
| Closed | -$508K | – | 97 |
|
|
2020
Q4 | $508K | Buy |
+5,531
| New | +$508K | 0.36% | 50 |
|