Blue Fin Capital’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 | $2.93M | Buy |
+21,698
| New | +$2.93M | 0.5% | 41 |
|
|
2024
Q4 | $1.81M | Buy |
14,110
+61
| +0.4% | +$7.85K | 0.33% | 52 |
|
|
2024
Q3 | $1.76M | Buy |
14,049
+381
| +3% | +$47.9K | 0.34% | 53 |
|
|
2024
Q2 | $1.62M | Buy |
13,668
+1,684
| +14% | +$200K | 0.32% | 56 |
|
|
2024
Q1 | $1.38M | Sell |
11,984
-29
| -0.2% | -$3.34K | 0.31% | 58 |
|
|
2023
Q4 | $1.26M | Buy |
12,013
+9
| +0.1% | +$947 | 0.32% | 62 |
|
|
2023
Q3 | $1.13M | Sell |
12,004
-3,579
| -23% | -$337K | 0.33% | 64 |
|
|
2023
Q2 | $1.52M | Buy |
15,583
+1,212
| +8% | +$119K | 0.44% | 52 |
|
|
2023
Q1 | $1.28M | Buy |
14,371
+1,302
| +10% | +$116K | 0.41% | 56 |
|
|
2022
Q4 | $1.11M | Buy |
13,069
+724
| +6% | +$61.4K | 0.41% | 60 |
|
|
2022
Q3 | $981K | Buy |
12,345
+84
| +0.7% | +$6.68K | 0.37% | 59 |
|
|
2022
Q2 | $1.03M | Sell |
12,261
-223
| -2% | -$18.7K | 0.36% | 62 |
|
|
2022
Q1 | $1.26M | Buy |
12,484
+897
| +8% | +$90.5K | 0.37% | 60 |
|
|
2021
Q4 | $1.24M | Buy |
11,587
+724
| +7% | +$77.4K | 0.34% | 62 |
|
|
2021
Q3 | $1.07M | Buy |
10,863
+1,130
| +12% | +$111K | 0.33% | 64 |
|
|
2021
Q2 | $961K | Buy |
9,733
+3,223
| +50% | +$318K | 0.3% | 68 |
|
|
2021
Q1 | $596K | Buy |
6,510
+169
| +3% | +$15.5K | 0.2% | 75 |
|
|
2020
Q4 | $546K | Buy |
6,341
+1,088
| +21% | +$93.7K | 0.2% | 79 |
|
|
2020
Q3 | $396K | Buy |
5,253
+720
| +16% | +$54.3K | 0.16% | 85 |
|
|
2020
Q2 | $314K | Buy |
4,533
+883
| +24% | +$61.2K | 0.14% | 92 |
|
|
2020
Q1 | $208K | Buy |
3,650
+295
| +9% | +$16.8K | 0.11% | 107 |
|
|
2019
Q4 | $243K | Buy |
+3,355
| New | +$243K | 0.11% | 119 |
|