Betterment LLC’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.52B | Sell |
11,275,319
-263,508
| -2% | -$35.6M | 3.24% | 7 |
|
|
2025
Q1 | $1.41B | Sell |
11,538,827
-262,047
| -2% | -$32M | 3.34% | 7 |
|
|
2024
Q4 | $1.52B | Sell |
11,800,874
-328,010
| -3% | -$42.2M | 3.62% | 7 |
|
|
2024
Q3 | $1.52B | Sell |
12,128,884
-264,226
| -2% | -$33.2M | 3.64% | 7 |
|
|
2024
Q2 | $1.47B | Sell |
12,393,110
-300,299
| -2% | -$35.7M | 3.81% | 7 |
|
|
2024
Q1 | $1.46B | Sell |
12,693,409
-475,818
| -4% | -$54.9M | 3.93% | 6 |
|
|
2023
Q4 | $1.39B | Sell |
13,169,227
-123,921
| -0.9% | -$13M | 3.99% | 8 |
|
|
2023
Q3 | $1.25B | Sell |
13,293,148
-109,356
| -0.8% | -$10.3M | 3.97% | 8 |
|
|
2023
Q2 | $1.31B | Sell |
13,402,504
-433,436
| -3% | -$42.4M | 4.06% | 7 |
|
|
2023
Q1 | $1.25B | Buy |
13,835,940
+227,491
| +2% | +$20.6M | 4.06% | 7 |
|
|
2022
Q4 | $1.15B | Buy |
13,608,449
+1,388,124
| +11% | +$118M | 3.96% | 8 |
|
|
2022
Q3 | $1.02B | Hold |
12,220,325
| – | – | 3.66% | 8 |
|
|
2022
Q2 | $1.02B | Buy |
12,220,325
+418,877
| +4% | +$35.1M | 3.66% | 8 |
|
|
2022
Q1 | $1.19B | Buy |
11,801,448
+1,855,345
| +19% | +$187M | 3.79% | 8 |
|
|
2021
Q4 | $1.06B | Buy |
9,946,103
+60,712
| +0.6% | +$6.49M | 3.31% | 9 |
|
|
2021
Q3 | $973M | Sell |
9,885,391
-156,975
| -2% | -$15.4M | 3.25% | 9 |
|
|
2021
Q2 | $992M | Sell |
10,042,366
-320,785
| -3% | -$31.7M | 3.38% | 9 |
|
|
2021
Q1 | $949M | Sell |
10,363,151
-97,474
| -0.9% | -$8.93M | 3.57% | 8 |
|
|
2020
Q4 | $902M | Sell |
10,460,625
-151,121
| -1% | -$13M | 3.78% | 9 |
|
|
2020
Q3 | $801M | Sell |
10,611,746
-234,398
| -2% | -$17.7M | 3.93% | 8 |
|
|
2020
Q2 | $753M | Sell |
10,846,144
-1,319,277
| -11% | -$91.6M | 4.01% | 8 |
|
|
2020
Q1 | $696M | Buy |
12,165,421
+11,258,406
| +1,241% | +$644M | 4.32% | 8 |
|
|
2019
Q4 | $65.9M | Buy |
907,015
+526,577
| +138% | +$38.3M | 0.34% | 26 |
|
|
2019
Q3 | $25.3M | Hold |
380,438
| – | – | 0.14% | 28 |
|
|
2019
Q2 | $25.3M | Sell |
380,438
-18,049
| -5% | -$1.2M | 0.14% | 28 |
|
|
2019
Q1 | $25.7M | Buy |
398,487
+149,378
| +60% | +$9.62M | 0.16% | 28 |
|
|
2018
Q4 | $14.1M | Buy |
249,109
+169,859
| +214% | +$9.64M | 0.1% | 31 |
|
|
2018
Q3 | $5.28M | Sell |
79,250
-43,640
| -36% | -$2.91M | 0.03% | 38 |
|
|
2018
Q2 | $7.68M | Sell |
122,890
-5,050
| -4% | -$316K | 0.05% | 30 |
|
|
2018
Q1 | $7.76M | Buy |
127,940
+90,794
| +244% | +$5.51M | 0.06% | 30 |
|
|
2017
Q4 | $2.27M | Buy |
37,146
+936
| +3% | +$57.2K | 0.02% | 41 |
|
|
2017
Q3 | $2.09M | Sell |
36,210
-14,154
| -28% | -$816K | 0.02% | 38 |
|
|
2017
Q2 | $2.79M | Sell |
50,364
-39,093
| -44% | -$2.17M | 0.03% | 31 |
|
|
2017
Q1 | $4.83M | Sell |
89,457
-96,539
| -52% | -$5.22M | 0.06% | 26 |
|
|
2016
Q4 | $9.54M | Sell |
185,996
-18,344
| -9% | -$941K | 0.14% | 24 |
|
|
2016
Q3 | $10.1M | Buy |
204,340
+125,993
| +161% | +$6.24M | 0.17% | 23 |
|
|
2016
Q2 | $7.46M | Buy |
78,347
+14,345
| +22% | +$1.37M | 0.15% | 23 |
|
|
2016
Q1 | $5.98M | Buy |
64,002
+25,965
| +68% | +$2.42M | 0.15% | 23 |
|
|
2015
Q4 | $3.53M | Buy |
38,037
+13,403
| +54% | +$1.24M | 0.11% | 25 |
|
|
2015
Q3 | $2.16M | Buy |
24,634
+11,374
| +86% | +$996K | 0.08% | 26 |
|
|
2015
Q2 | $1.25M | Buy |
13,260
+5,884
| +80% | +$556K | 0.05% | 30 |
|
|
2015
Q1 | $699K | Buy |
7,376
+4,656
| +171% | +$441K | 0.04% | 27 |
|
|
2014
Q4 | $255K | Buy |
+2,720
| New | +$255K | 0.02% | 24 |
|