BIP Wealth’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
$2.11M Buy
15,640
+109
+0.7% +$14.7K 0.13% 68
2025
Q1
$1.89M Buy
15,531
+3
+0% +$366 0.12% 70
2024
Q4
$2M Sell
15,528
-208
-1% -$26.8K 0.13% 65
2024
Q3
$1.98M Sell
15,736
-74
-0.5% -$9.3K 0.13% 64
2024
Q2
$1.88M Sell
15,810
-2,631
-14% -$313K 0.15% 59
2024
Q1
$2.13M Buy
18,441
+5,566
+43% +$642K 0.16% 59
2023
Q4
$1.35M Sell
12,875
-489
-4% -$51.5K 0.11% 71
2023
Q3
$1.26M Sell
13,364
-1,598
-11% -$151K 0.12% 67
2023
Q2
$1.46M Buy
14,962
+2,460
+20% +$241K 0.12% 67
2023
Q1
$1.13M Buy
+12,502
New +$1.13M 0.12% 73